Gradient Investments’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 |
-5
| Closed | -$511 | – | 1305 |
|
2024
Q2 | $511 | Sell |
5
-4
| -44% | -$409 | ﹤0.01% | 1181 |
|
2024
Q1 | $1.08K | Hold |
9
| – | – | ﹤0.01% | 896 |
|
2023
Q4 | $1.1K | Hold |
9
| – | – | ﹤0.01% | 1395 |
|
2023
Q3 | $1.2K | Buy |
9
+4
| +80% | +$535 | ﹤0.01% | 1318 |
|
2023
Q2 | $744 | Buy |
+5
| New | +$744 | ﹤0.01% | 1449 |
|
2019
Q2 | – | Sell |
-35
| Closed | -$5K | – | 1084 |
|
2019
Q1 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 658 |
|
2018
Q2 | – | Sell |
-6
| Closed | -$1K | – | 1150 |
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 957 |
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 967 |
|