FDx Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,705
| Closed | -$202K | – | 832 |
|
2018
Q3 | $202K | Buy |
1,705
+27
| +2% | +$3.2K | 0.01% | 835 |
|
2018
Q2 | $245K | Sell |
1,678
-72
| -4% | -$10.5K | 0.01% | 791 |
|
2018
Q1 | $268K | Sell |
1,750
-335
| -16% | -$51.3K | 0.01% | 1025 |
|
2017
Q4 | $352K | Sell |
2,085
-570
| -21% | -$96.2K | 0.01% | 950 |
|
2017
Q3 | $490K | Buy |
+2,655
| New | +$490K | 0.01% | 815 |
|
2015
Q2 | – | Sell |
-4,700
| Closed | -$960K | – | 1039 |
|
2015
Q1 | $960K | Sell |
4,700
-244
| -5% | -$49.8K | 0.02% | 616 |
|
2014
Q4 | $958K | Sell |
4,944
-943
| -16% | -$183K | 0.06% | 316 |
|
2014
Q3 | $857K | Sell |
5,887
-254
| -4% | -$37K | 0.06% | 372 |
|
2014
Q2 | $855K | Buy |
6,141
+1,932
| +46% | +$269K | 0.06% | 379 |
|
2014
Q1 | $629K | Sell |
4,209
-936
| -18% | -$140K | 0.05% | 374 |
|
2013
Q4 | $807K | Sell |
5,145
-1,384
| -21% | -$217K | 0.08% | 245 |
|
2013
Q3 | $956K | Buy |
6,529
+2,664
| +69% | +$390K | 0.11% | 173 |
|
2013
Q2 | $442K | Buy |
+3,865
| New | +$442K | 0.06% | 283 |
|