Financial Architects (New Jersey)’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-225
| Closed | -$32K | – | 1105 |
|
|
2019
Q2 | $32K | Sell |
225
-1,940
| -90% | -$276K | 0.01% | 529 |
|
|
2019
Q1 | $288K | Sell |
2,165
-96
| -4% | -$12.8K | 0.05% | 231 |
|
|
2018
Q4 | $242K | Hold |
2,261
| – | – | 0.05% | 230 |
|
|
2018
Q3 | $268K | Hold |
2,261
| – | – | 0.04% | 232 |
|
|
2018
Q2 | $330K | Sell |
2,261
-9
| -0.4% | -$1.31K | 0.06% | 212 |
|
|
2018
Q1 | $348K | Buy |
2,270
+1,049
| +86% | +$161K | 0.07% | 191 |
|
|
2017
Q4 | $206K | Sell |
1,221
-15
| -1% | -$2.53K | 0.03% | 291 |
|
|
2017
Q3 | $228K | Hold |
1,236
| – | – | 0.04% | 278 |
|
|
2017
Q2 | $237K | Sell |
1,236
-381
| -24% | -$73.1K | 0.04% | 262 |
|
|
2017
Q1 | $277K | Buy |
1,617
+915
| +130% | +$157K | 0.05% | 219 |
|
|
2016
Q4 | $128K | Sell |
702
-35
| -5% | -$6.38K | 0.03% | 336 |
|
|
2016
Q3 | $120K | Buy |
737
+433
| +142% | +$70.5K | 0.03% | 351 |
|
|
2016
Q2 | $51K | Buy |
304
+293
| +2,664% | +$49.2K | 0.01% | 529 |
|
|
2016
Q1 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 1054 |
|
|
2015
Q3 | – | Sell |
-76
| Closed | -$13K | – | 902 |
|
|
2015
Q2 | $13K | Hold |
76
| – | – | ﹤0.01% | 716 |
|
|
2015
Q1 | $15K | Buy |
76
+20
| +36% | +$3.95K | 0.01% | 633 |
|
|
2014
Q4 | $11K | Buy |
56
+4
| +8% | +$786 | ﹤0.01% | 647 |
|
|
2014
Q3 | $8K | Buy |
+52
| New | +$8K | ﹤0.01% | 659 |
|
|
2013
Q4 | – | Sell |
-32
| Closed | -$5K | – | 568 |
|
|
2013
Q3 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 584 |
|