CSat Investment Advisory’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $67K | Buy |
304
+27
| +10% | +$5.95K | 0.06% | 135 |
|
|
2020
Q4 | $50K | Sell |
277
-659
| -70% | -$119K | 0.05% | 152 |
|
|
2020
Q3 | $172K | Sell |
936
-1,550
| -62% | -$285K | 0.02% | 305 |
|
|
2020
Q2 | $322K | Sell |
2,486
-1,034
| -29% | -$134K | 0.04% | 229 |
|
|
2020
Q1 | $302K | Buy |
3,520
+611
| +21% | +$52.4K | 0.06% | 184 |
|
|
2019
Q4 | $430K | Buy |
2,909
+471
| +19% | +$69.6K | 0.11% | 165 |
|
|
2019
Q3 | $386K | Buy |
2,438
+2,109
| +641% | +$334K | 0.12% | 157 |
|
|
2019
Q2 | $47K | Buy |
329
+88
| +37% | +$12.6K | 0.02% | 563 |
|
|
2019
Q1 | $32K | Sell |
241
-64
| -21% | -$8.5K | 0.02% | 217 |
|
|
2018
Q4 | $33K | Buy |
305
+103
| +51% | +$11.1K | 0.02% | 186 |
|
|
2018
Q3 | $24K | Sell |
202
-2,906
| -94% | -$345K | 0.01% | 195 |
|
|
2018
Q2 | $455K | Buy |
+3,108
| New | +$455K | 0.24% | 84 |
|
|
2013
Q3 | – | Sell |
-145,883
| Closed | -$16.7M | – | 28 |
|
|
2013
Q2 | $16.7M | Buy |
+145,883
| New | +$16.7M | 5.94% | 2 |
|