Empirical 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
Q2 | – | Sell |
-2,666
| Closed | -$460K | – | 535 |
|
|
2022
Q1 | $460K | Sell |
2,666
-2,396
| -47% | -$413K | 0.02% | 342 |
|
|
2021
Q4 | $1.19M | Sell |
5,062
-2,041
| -29% | -$479K | 0.06% | 185 |
|
|
2021
Q3 | $1.45M | Buy |
7,103
+1,399
| +25% | +$285K | 0.08% | 148 |
|
|
2021
Q2 | $1.24M | Buy |
5,704
+817
| +17% | +$178K | 0.08% | 162 |
|
|
2021
Q1 | $1.08M | Buy |
4,887
+731
| +18% | +$161K | 0.09% | 148 |
|
|
2020
Q4 | $750K | Buy |
4,156
+1,061
| +34% | +$191K | 0.06% | 188 |
|
|
2020
Q3 | $569K | Buy |
+3,095
| New | +$569K | 0.05% | 193 |
|