Dimension Capital Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,933
| Closed | -$306K | – | 97 |
|
|
2019
Q3 | $306K | Hold |
1,933
| – | – | 0.1% | 81 |
|
|
2019
Q2 | $275K | Hold |
1,933
| – | – | 0.09% | 89 |
|
|
2019
Q1 | $257K | Sell |
1,933
-1,642
| -46% | -$218K | 0.11% | 84 |
|
|
2018
Q4 | $382K | Hold |
3,575
| – | – | 0.19% | 59 |
|
|
2018
Q3 | $425K | Hold |
3,575
| – | – | 0.2% | 60 |
|
|
2018
Q2 | $523K | Sell |
3,575
-2,015
| -36% | -$295K | 0.29% | 49 |
|
|
2018
Q1 | $856K | Sell |
5,590
-2,522
| -31% | -$386K | 0.48% | 34 |
|
|
2017
Q4 | $1.37M | Hold |
8,112
| – | – | 0.86% | 20 |
|
|
2017
Q3 | $1.5M | Hold |
8,112
| – | – | 0.47% | 17 |
|
|
2017
Q2 | $1.55M | Buy |
+8,112
| New | +$1.55M | 0.51% | 17 |
|