Curi Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,119
| Closed | -$173K | – | 700 |
|
|
2022
Q2 | $173K | Buy |
1,119
+89
| +9% | +$13.8K | 0.03% | 130 |
|
|
2022
Q1 | $177K | Hold |
1,030
| – | – | 0.03% | 122 |
|
|
2021
Q4 | $241K | Buy |
+1,030
| New | +$241K | 0.04% | 102 |
|
|
2021
Q3 | – | Sell |
-967
| Closed | -$210K | – | 92 |
|
|
2021
Q2 | $210K | Hold |
967
| – | – | 0.11% | 88 |
|
|
2021
Q1 | $213K | Hold |
967
| – | – | 0.14% | 83 |
|
|
2020
Q4 | $174K | Buy |
+967
| New | +$174K | 0.13% | 87 |
|