Evoke Wealth’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40
| Closed | -$5K | – | 1143 |
|
|
2022
Q3 | $5K | Sell |
40
-19
| -32% | -$2.38K | ﹤0.01% | 893 |
|
|
2022
Q2 | $9K | Buy |
59
+20
| +51% | +$3.05K | ﹤0.01% | 794 |
|
|
2022
Q1 | $7K | Sell |
39
-1,500
| -97% | -$269K | ﹤0.01% | 846 |
|
|
2021
Q4 | $361K | Hold |
1,539
| – | – | 0.01% | 276 |
|
|
2021
Q3 | $313K | Buy |
1,539
+25
| +2% | +$5.08K | 0.01% | 278 |
|
|
2021
Q2 | $330K | Hold |
1,514
| – | – | 0.01% | 286 |
|
|
2021
Q1 | $334K | Hold |
1,514
| – | – | 0.02% | 252 |
|
|
2020
Q4 | $273K | Sell |
1,514
-338
| -18% | -$60.9K | 0.02% | 210 |
|
|
2020
Q3 | $341K | Sell |
1,852
-26
| -1% | -$4.79K | 0.03% | 165 |
|
|
2020
Q2 | $243K | Buy |
1,878
+163
| +10% | +$21.1K | 0.02% | 177 |
|
|
2020
Q1 | $147K | Buy |
1,715
+1,685
| +5,617% | +$145K | 0.02% | 214 |
|
|
2019
Q4 | $4.5K | Sell |
30
-17,700
| -100% | -$2.65M | ﹤0.01% | 936 |
|
|
2019
Q3 | $2.81M | Buy |
+17,730
| New | +$2.81M | 0.35% | 38 |
|