Fortem Financial Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,726
| Closed | -$527K | – | 164 |
|
|
2022
Q4 | $527K | Sell |
3,726
-728
| -16% | -$103K | 0.31% | 96 |
|
|
2022
Q3 | $600K | Sell |
4,454
-449
| -9% | -$60.5K | 0.42% | 77 |
|
|
2022
Q2 | $759K | Sell |
4,903
-2,168
| -31% | -$336K | 0.5% | 71 |
|
|
2022
Q1 | $1.22M | Buy |
7,071
+947
| +15% | +$164K | 0.53% | 79 |
|
|
2021
Q4 | $1.44M | Buy |
6,124
+121
| +2% | +$28.4K | 0.66% | 58 |
|
|
2021
Q3 | $1.22M | Buy |
6,003
+159
| +3% | +$32.4K | 0.62% | 58 |
|
|
2021
Q2 | $1.27M | Buy |
5,844
+338
| +6% | +$73.7K | 0.65% | 58 |
|
|
2021
Q1 | $1.21M | Sell |
5,506
-25
| -0.5% | -$5.51K | 0.7% | 55 |
|
|
2020
Q4 | $998K | Sell |
5,531
-151
| -3% | -$27.2K | 0.6% | 61 |
|
|
2020
Q3 | $1.05M | Buy |
5,682
+1,160
| +26% | +$213K | 0.76% | 46 |
|
|
2020
Q2 | $586K | Buy |
+4,522
| New | +$586K | 0.45% | 76 |
|