EP Wealth Advisors’s Whirlpool WHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-51,539
Closed -$8.36M 154
2016
Q3
$8.36M Buy
51,539
+1,207
+2% +$196K 1.31% 24
2016
Q2
$8.39M Buy
+50,332
New +$8.39M 1.34% 26