Financial Architects (New Jersey)’s Whirlpool WHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-225
Closed -$32K 1214
2019
Q2
$32K Sell
225
-1,940
-90% -$260K 0.01% 609
2019
Q1
$288K Sell
2,165
-96
-4% -$12.7K 0.05% 241
2018
Q4
$242K Hold
2,261
0.05% 238
2018
Q3
$268K Hold
2,261
0.05% 257
2018
Q2
$330K Sell
2,261
-9
-0.4% -$1.37K 0.06% 212
2018
Q1
$348K Buy
2,270
+1,049
+86% +$175K 0.07% 205
2017
Q4
$206K Sell
1,221
-15
-1% -$2.54K 0.04% 319
2017
Q3
$228K Hold
1,236
0.04% 297
2017
Q2
$237K Sell
1,236
-381
-24% -$69.7K 0.05% 282
2017
Q1
$277K Buy
1,617
+915
+130% +$162K 0.05% 228
2016
Q4
$128K Sell
702
-35
-5% -$5.79K 0.03% 337
2016
Q3
$120K Buy
737
+433
+142% +$76.7K 0.03% 354
2016
Q2
$51K Buy
304
+293
+2,664% +$51.7K 0.01% 532
2016
Q1
$2K Buy
+11
New +$1.64K ﹤0.01% 1086
2015
Q3
Sell
-76
Closed -$13K 938
2015
Q2
$13K Hold
76
﹤0.01% 738
2015
Q1
$15K Buy
76
+20
+36% +$4.06K 0.01% 639
2014
Q4
$11K Buy
56
+4
+8% +$687 ﹤0.01% 653
2014
Q3
$8K Buy
+52
New +$7.69K ﹤0.01% 667
2013
Q4
Sell
-32
Closed -$5K 569
2013
Q3
$5K Buy
+32
New +$4.23K ﹤0.01% 584

Other funds holding WHR