Dean Investment Associates’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27,891
| Closed | -$3.68M | – | 220 |
|
|
2023
Q1 | $3.68M | Buy |
27,891
+11,642
| +72% | +$1.54M | 0.59% | 65 |
|
|
2022
Q4 | $2.3M | Sell |
16,249
-81
| -0.5% | -$11.5K | 0.39% | 94 |
|
|
2022
Q3 | $2.2M | Buy |
16,330
+453
| +3% | +$61.1K | 0.45% | 88 |
|
|
2022
Q2 | $2.46M | Buy |
15,877
+5,187
| +49% | +$803K | 0.48% | 78 |
|
|
2022
Q1 | $1.85M | Buy |
+10,690
| New | +$1.85M | 0.33% | 114 |
|
|
2014
Q2 | – | Sell |
-2,495
| Closed | -$373K | – | 234 |
|
|
2014
Q1 | $373K | Buy |
2,495
+647
| +35% | +$96.7K | 0.09% | 216 |
|
|
2013
Q4 | $290K | Sell |
1,848
-1,207
| -40% | -$189K | 0.07% | 219 |
|
|
2013
Q3 | $447K | Buy |
3,055
+22
| +0.7% | +$3.22K | 0.12% | 154 |
|
|
2013
Q2 | $347K | Buy |
+3,033
| New | +$347K | 0.1% | 186 |
|