Edge Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-148
| Closed | -$35K | – | 462 |
|
|
2021
Q4 | $35K | Buy |
148
+1
| +0.7% | +$236 | 0.01% | 204 |
|
|
2021
Q3 | $30K | Buy |
147
+1
| +0.7% | +$204 | 0.01% | 223 |
|
|
2021
Q2 | $32K | Hold |
146
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $32K | Buy |
146
+1
| +0.7% | +$219 | 0.01% | 226 |
|
|
2020
Q4 | $26K | Buy |
+145
| New | +$26K | 0.01% | 220 |
|
|
2018
Q2 | – | Sell |
-70
| Closed | -$11K | – | 613 |
|
|
2018
Q1 | $11K | Hold |
70
| – | – | ﹤0.01% | 372 |
|
|
2017
Q4 | $11K | Hold |
70
| – | – | ﹤0.01% | 372 |
|
|
2017
Q3 | $13K | Hold |
70
| – | – | ﹤0.01% | 337 |
|
|
2017
Q2 | $14K | Hold |
70
| – | – | ﹤0.01% | 332 |
|
|
2017
Q1 | $12K | Hold |
70
| – | – | ﹤0.01% | 326 |
|
|
2016
Q4 | $13K | Hold |
70
| – | – | ﹤0.01% | 314 |
|
|
2016
Q3 | $11K | Hold |
70
| – | – | ﹤0.01% | 319 |
|
|
2016
Q2 | $12K | Hold |
70
| – | – | 0.01% | 296 |
|
|
2016
Q1 | $13K | Hold |
70
| – | – | 0.01% | 263 |
|
|
2015
Q4 | $10K | Hold |
70
| – | – | ﹤0.01% | 291 |
|
|
2015
Q3 | $10K | Hold |
70
| – | – | ﹤0.01% | 290 |
|
|
2015
Q2 | $12K | Sell |
70
-30
| -30% | -$5.14K | ﹤0.01% | 291 |
|
|
2015
Q1 | $20K | Hold |
100
| – | – | 0.01% | 249 |
|
|
2014
Q4 | $19K | Hold |
100
| – | – | 0.01% | 259 |
|
|
2014
Q3 | $15K | Hold |
100
| – | – | 0.01% | 283 |
|
|
2014
Q2 | $14K | Hold |
100
| – | – | 0.01% | 268 |
|
|
2014
Q1 | $15K | Hold |
100
| – | – | 0.01% | 262 |
|
|
2013
Q4 | $16K | Hold |
100
| – | – | 0.01% | 239 |
|
|
2013
Q3 | $15K | Hold |
100
| – | – | 0.01% | 217 |
|
|
2013
Q2 | $11K | Buy |
+100
| New | +$11K | 0.01% | 228 |
|