Crestwood Advisors Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-84,193
| Closed | -$14.2M | – | 197 |
|
|
2017
Q4 | $14.2M | Sell |
84,193
-1,296
| -2% | -$219K | 1.13% | 40 |
|
|
2017
Q3 | $15.8M | Sell |
85,489
-170
| -0.2% | -$31.4K | 1.35% | 31 |
|
|
2017
Q2 | $15.2M | Sell |
85,659
-3,727
| -4% | -$663K | 1.3% | 34 |
|
|
2017
Q1 | $16.8M | Buy |
89,386
+38
| +0% | +$7.13K | 1.48% | 29 |
|
|
2016
Q4 | $16.2M | Sell |
89,348
-786
| -0.9% | -$143K | 1.57% | 27 |
|
|
2016
Q3 | $14.6M | Buy |
90,134
+166
| +0.2% | +$26.9K | 1.75% | 25 |
|
|
2016
Q2 | $15M | Buy |
89,968
+820
| +0.9% | +$137K | 1.85% | 26 |
|
|
2016
Q1 | $16.1M | Buy |
89,148
+9,546
| +12% | +$1.72M | 1.9% | 25 |
|
|
2015
Q4 | $11.7M | Buy |
79,602
+3,753
| +5% | +$551K | 1.41% | 32 |
|
|
2015
Q3 | $11.2M | Buy |
75,849
+4,344
| +6% | +$640K | 1.45% | 32 |
|
|
2015
Q2 | $12.4M | Buy |
71,505
+4,486
| +7% | +$776K | 1.65% | 30 |
|
|
2015
Q1 | $13.5M | Buy |
67,019
+1,072
| +2% | +$217K | 1.93% | 23 |
|
|
2014
Q4 | $12.8M | Sell |
65,947
-760
| -1% | -$147K | 1.92% | 21 |
|
|
2014
Q3 | $9.72M | Buy |
66,707
+940
| +1% | +$137K | 1.52% | 30 |
|
|
2014
Q2 | $9.16M | Buy |
65,767
+2,152
| +3% | +$300K | 1.46% | 33 |
|
|
2014
Q1 | $9.51M | Buy |
63,615
+2,870
| +5% | +$429K | 1.55% | 28 |
|
|
2013
Q4 | $9.53M | Sell |
60,745
-61
| -0.1% | -$9.57K | 1.52% | 27 |
|
|
2013
Q3 | $8.9M | Buy |
60,806
+2,939
| +5% | +$430K | 1.56% | 26 |
|
|
2013
Q2 | $6.62M | Buy |
+57,867
| New | +$6.62M | 1.22% | 34 |
|