Dumont & Blake Investment 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 |
-11,488
| Closed | -$1.17M | – | 204 |
|
|
2024
Q2 | $1.17M | Buy |
11,488
+5,774
| +101% | +$590K | 0.17% | 130 |
|
|
2024
Q1 | $684K | Sell |
5,714
-56
| -1% | -$6.7K | 0.2% | 117 |
|
|
2023
Q4 | $703K | Sell |
5,770
-215
| -4% | -$26.2K | 0.22% | 113 |
|
|
2023
Q3 | $800K | Buy |
5,985
+52
| +0.9% | +$6.95K | 0.27% | 93 |
|
|
2023
Q2 | $883K | Sell |
5,933
-97
| -2% | -$14.4K | 0.29% | 92 |
|
|
2023
Q1 | $796K | Buy |
6,030
+205
| +4% | +$27.1K | 0.27% | 95 |
|
|
2022
Q4 | $824K | Sell |
5,825
-82
| -1% | -$11.6K | 0.29% | 93 |
|
|
2022
Q3 | $796K | Buy |
5,907
+1,030
| +21% | +$139K | 0.3% | 89 |
|
|
2022
Q2 | $755K | Buy |
4,877
+35
| +0.7% | +$5.42K | 0.25% | 106 |
|
|
2022
Q1 | $837K | Buy |
4,842
+2
| +0% | +$346 | 0.23% | 110 |
|
|
2021
Q4 | $1.14M | Sell |
4,840
-52
| -1% | -$12.2K | 0.3% | 93 |
|
|
2021
Q3 | $997K | Buy |
4,892
+37
| +0.8% | +$7.54K | 0.29% | 95 |
|
|
2021
Q2 | $1.06M | Buy |
4,855
+10
| +0.2% | +$2.18K | 0.3% | 92 |
|
|
2021
Q1 | $1.07M | Buy |
4,845
+100
| +2% | +$22K | 0.33% | 89 |
|
|
2020
Q4 | $856K | Sell |
4,745
-55
| -1% | -$9.92K | 0.29% | 97 |
|
|
2020
Q3 | $883K | Buy |
4,800
+70
| +1% | +$12.9K | 0.34% | 88 |
|
|
2020
Q2 | $613K | Buy |
4,730
+40
| +0.9% | +$5.18K | 0.26% | 103 |
|
|
2020
Q1 | $402K | Buy |
+4,690
| New | +$402K | 0.21% | 112 |
|