Concord Wealth Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16
| Closed | -$2.38K | – | 1077 |
|
|
2023
Q2 | $2.38K | Hold |
16
| – | – | ﹤0.01% | 838 |
|
|
2023
Q1 | $2.11K | Sell |
16
-6
| -27% | -$792 | ﹤0.01% | 803 |
|
|
2022
Q4 | $3.11K | Buy |
+22
| New | +$3.11K | ﹤0.01% | 858 |
|
|
2022
Q3 | – | Sell |
-336
| Closed | -$52K | – | 1161 |
|
|
2022
Q2 | $52K | Buy |
336
+220
| +190% | +$34K | 0.01% | 371 |
|
|
2022
Q1 | $20K | Sell |
116
-30
| -21% | -$5.17K | 0.01% | 634 |
|
|
2021
Q4 | $34K | Buy |
+146
| New | +$34K | 0.01% | 527 |
|
|
2021
Q3 | – | Sell |
-85
| Closed | -$19K | – | 1044 |
|
|
2021
Q2 | $19K | Sell |
85
-6
| -7% | -$1.34K | 0.01% | 513 |
|
|
2021
Q1 | $20K | Buy |
+91
| New | +$20K | 0.01% | 480 |
|