Evercore Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-141
| Closed | -$24K | – | 800 |
|
|
2017
Q4 | $24K | Hold |
141
| – | – | ﹤0.01% | 702 |
|
|
2017
Q3 | $26K | Sell |
141
-20
| -12% | -$3.69K | ﹤0.01% | 662 |
|
|
2017
Q2 | $31K | Sell |
161
-62
| -28% | -$11.9K | ﹤0.01% | 641 |
|
|
2017
Q1 | $38K | Buy |
223
+33
| +17% | +$5.62K | ﹤0.01% | 642 |
|
|
2016
Q4 | $34K | Buy |
190
+70
| +58% | +$12.5K | ﹤0.01% | 672 |
|
|
2016
Q3 | $19K | Hold |
120
| – | – | ﹤0.01% | 783 |
|
|
2016
Q2 | $20K | Buy |
+120
| New | +$20K | ﹤0.01% | 760 |
|