Covenant Multifamily Offices’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $511K | Sell |
2,506
-833
| -25% | -$170K | 0.09% | 139 |
|
|
2021
Q2 | $728K | Sell |
3,339
-2,041
| -38% | -$445K | 0.13% | 109 |
|
|
2021
Q1 | $1.19M | Sell |
5,380
-1,130
| -17% | -$249K | 0.24% | 70 |
|
|
2020
Q4 | $1.18M | Sell |
6,510
-1,736
| -21% | -$313K | 0.21% | 66 |
|
|
2020
Q3 | $1.52M | Sell |
8,246
-2,733
| -25% | -$502K | 0.3% | 45 |
|
|
2020
Q2 | $1.42M | Buy |
10,979
+921
| +9% | +$119K | 0.28% | 50 |
|
|
2020
Q1 | $863K | Buy |
10,058
+1,049
| +12% | +$90K | 0.22% | 56 |
|
|
2019
Q4 | $1.33M | Sell |
9,009
-80
| -0.9% | -$11.8K | 0.23% | 80 |
|
|
2019
Q3 | $1.44M | Sell |
9,089
-115
| -1% | -$18.2K | 0.31% | 51 |
|
|
2019
Q2 | $1.31M | Buy |
+9,204
| New | +$1.31M | 0.29% | 55 |
|