Gideon Capital Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,679
| Closed | -$543K | – | 213 |
|
|
2019
Q4 | $543K | Buy |
+3,679
| New | +$543K | 0.19% | 164 |
|
|
2016
Q4 | – | Sell |
-4,447
| Closed | -$721K | – | 482 |
|
|
2016
Q3 | $721K | Buy |
4,447
+2,454
| +123% | +$398K | 0.44% | 78 |
|
|
2016
Q2 | $332K | Buy |
+1,993
| New | +$332K | 0.19% | 136 |
|