Girard Partners’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 |
-1,967
| Closed | -$278K | – | 269 |
|
|
2022
Q4 | $278K | Sell |
1,967
-761
| -28% | -$108K | 0.03% | 227 |
|
|
2022
Q3 | $367K | Sell |
2,728
-1,989
| -42% | -$268K | 0.05% | 182 |
|
|
2022
Q2 | $730K | Buy |
4,717
+383
| +9% | +$59.3K | 0.09% | 140 |
|
|
2022
Q1 | $748K | Buy |
4,334
+758
| +21% | +$131K | 0.08% | 145 |
|
|
2021
Q4 | $839K | Buy |
3,576
+889
| +33% | +$209K | 0.09% | 137 |
|
|
2021
Q3 | $547K | Buy |
2,687
+1,379
| +105% | +$281K | 0.07% | 156 |
|
|
2021
Q2 | $285K | Buy |
+1,308
| New | +$285K | 0.04% | 204 |
|
|
2018
Q4 | – | Sell |
-154
| Closed | -$18K | – | 829 |
|
|
2018
Q3 | $18K | Buy |
+154
| New | +$18K | ﹤0.01% | 623 |
|
|
2018
Q2 | – | Sell |
-1,524
| Closed | -$233K | – | 276 |
|
|
2018
Q1 | $233K | Sell |
1,524
-85
| -5% | -$13K | 0.05% | 214 |
|
|
2017
Q4 | $271K | Sell |
1,609
-55
| -3% | -$9.26K | 0.05% | 226 |
|
|
2017
Q3 | $307K | Hold |
1,664
| – | – | 0.06% | 206 |
|
|
2017
Q2 | $319K | Sell |
1,664
-60
| -3% | -$11.5K | 0.07% | 196 |
|
|
2017
Q1 | $295K | Buy |
+1,724
| New | +$295K | 0.07% | 187 |
|