Edge Capital Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $3.11M | Buy |
+22
| New | +$3.11M | 0.14% | 111 |
|
2024
Q1 | – | Sell |
-3,833
| Closed | -$467K | – | 331 |
|
2023
Q4 | $467K | Sell |
3,833
-20,473
| -84% | -$2.49M | 0.03% | 208 |
|
2023
Q3 | $3.25M | Sell |
24,306
-547
| -2% | -$73.1K | 0.21% | 89 |
|
2023
Q2 | $3.7M | Buy |
24,853
+1,080
| +5% | +$161K | 0.21% | 100 |
|
2023
Q1 | $3.14M | Buy |
+23,773
| New | +$3.14M | 0.19% | 100 |
|