Envestnet Portfolio Solutions’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,738
| Closed | -$400K | – | 1802 |
|
|
2024
Q3 | $400K | Buy |
3,738
+442
| +13% | +$47.3K | ﹤0.01% | 1308 |
|
|
2024
Q2 | $337K | Sell |
3,296
-573
| -15% | -$58.6K | ﹤0.01% | 1318 |
|
|
2024
Q1 | $463K | Buy |
3,869
+621
| +19% | +$74.3K | ﹤0.01% | 1154 |
|
|
2023
Q4 | $395K | Sell |
3,248
-795
| -20% | -$96.8K | ﹤0.01% | 1150 |
|
|
2023
Q3 | $541K | Buy |
+4,043
| New | +$541K | ﹤0.01% | 955 |
|