GoalVest Advisory’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-513
| Closed | -$52.4K | – | 393 |
|
|
2024
Q2 | $52.4K | Buy |
513
+453
| +755% | +$46.3K | 0.02% | 172 |
|
|
2024
Q1 | $7.18K | Buy |
60
+40
| +200% | +$4.79K | ﹤0.01% | 328 |
|
|
2023
Q4 | $2.44K | Sell |
20
-10
| -33% | -$1.22K | ﹤0.01% | 326 |
|
|
2023
Q3 | $4.01K | Buy |
+30
| New | +$4.01K | ﹤0.01% | 361 |
|
|
2022
Q3 | – | Sell |
-185
| Closed | -$30K | – | 324 |
|
|
2022
Q2 | $30K | Buy |
+185
| New | +$30K | 0.02% | 194 |
|