Edgestream Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,502
| Closed | -$586K | – | 1088 |
|
|
2025
Q1 | $586K | Buy |
+6,502
| New | +$586K | 0.02% | 680 |
|
|
2020
Q4 | – | Sell |
-13,475
| Closed | -$2.48M | – | 433 |
|
|
2020
Q3 | $2.48M | Sell |
13,475
-6,957
| -34% | -$1.28M | 0.16% | 174 |
|
|
2020
Q2 | $2.65M | Sell |
20,432
-12,055
| -37% | -$1.56M | 0.14% | 172 |
|
|
2020
Q1 | $2.79M | Sell |
32,487
-5,133
| -14% | -$440K | 0.26% | 113 |
|
|
2019
Q4 | $5.55M | Buy |
+37,620
| New | +$5.55M | 0.29% | 107 |
|