Delta Financial Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,470
| Closed | -$252K | – | 116 |
|
|
2024
Q2 | $252K | Buy |
2,470
+22
| +0.9% | +$2.25K | 0.1% | 107 |
|
|
2024
Q1 | $293K | Buy |
2,448
+20
| +0.8% | +$2.39K | 0.12% | 102 |
|
|
2023
Q4 | $296K | Sell |
2,428
-254
| -9% | -$30.9K | 0.13% | 105 |
|
|
2023
Q3 | $359K | Buy |
2,682
+15
| +0.6% | +$2.01K | 0.16% | 101 |
|
|
2023
Q2 | $397K | Buy |
2,667
+13
| +0.5% | +$1.93K | 0.18% | 97 |
|
|
2023
Q1 | $350K | Buy |
2,654
+61
| +2% | +$8.05K | 0.17% | 97 |
|
|
2022
Q4 | $367K | Buy |
2,593
+13
| +0.5% | +$1.84K | 0.18% | 97 |
|
|
2022
Q3 | $348K | Buy |
2,580
+47
| +2% | +$6.34K | 0.18% | 95 |
|
|
2022
Q2 | $392K | Buy |
2,533
+12
| +0.5% | +$1.86K | 0.2% | 97 |
|
|
2022
Q1 | $436K | Buy |
2,521
+15
| +0.6% | +$2.59K | 0.19% | 97 |
|
|
2021
Q4 | $588K | Buy |
2,506
+80
| +3% | +$18.8K | 0.24% | 89 |
|
|
2021
Q3 | $494K | Buy |
2,426
+1
| +0% | +$204 | 0.22% | 93 |
|
|
2021
Q2 | $529K | Buy |
2,425
+33
| +1% | +$7.2K | 0.23% | 92 |
|
|
2021
Q1 | $527K | Buy |
2,392
+331
| +16% | +$72.9K | 0.25% | 91 |
|
|
2020
Q4 | $372K | Buy |
2,061
+8
| +0.4% | +$1.44K | 0.19% | 98 |
|
|
2020
Q3 | $378K | Sell |
2,053
-702
| -25% | -$129K | 0.21% | 95 |
|
|
2020
Q2 | $357K | Sell |
2,755
-1,388
| -34% | -$180K | 0.21% | 95 |
|
|
2020
Q1 | $355K | Sell |
4,143
-2,377
| -36% | -$204K | 0.24% | 86 |
|
|
2019
Q4 | $962K | Sell |
6,520
-105
| -2% | -$15.5K | 0.38% | 76 |
|
|
2019
Q3 | $1.05M | Sell |
6,625
-732
| -10% | -$116K | 0.43% | 78 |
|
|
2019
Q2 | $1.05M | Buy |
+7,357
| New | +$1.05M | 0.43% | 74 |
|