Constellation Wealth Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,720
| Closed | -$471K | – | 147 |
|
|
2015
Q2 | $471K | Hold |
2,720
| – | – | 0.04% | 138 |
|
|
2015
Q1 | $550K | Sell |
2,720
-270
| -9% | -$54.6K | 0.05% | 139 |
|
|
2014
Q4 | $579K | Hold |
2,990
| – | – | 0.05% | 133 |
|
|
2014
Q3 | $435K | Buy |
2,990
+473
| +19% | +$68.8K | 0.04% | 148 |
|
|
2014
Q2 | $350K | Hold |
2,517
| – | – | 0.04% | 145 |
|
|
2014
Q1 | $376K | Hold |
2,517
| – | – | 0.04% | 159 |
|
|
2013
Q4 | $394K | Sell |
2,517
-543
| -18% | -$85K | 0.04% | 163 |
|
|
2013
Q3 | $448K | Buy |
3,060
+505
| +20% | +$73.9K | 0.05% | 148 |
|
|
2013
Q2 | $293K | Buy |
+2,555
| New | +$293K | 0.04% | 167 |
|