GW Henssler & Associates’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,461
| Closed | -$217K | – | 271 |
|
|
2023
Q2 | $217K | Sell |
1,461
-400
| -21% | -$59.5K | 0.01% | 194 |
|
|
2023
Q1 | $246K | Buy |
1,861
+35
| +2% | +$4.62K | 0.02% | 192 |
|
|
2022
Q4 | $258K | Sell |
1,826
-85
| -4% | -$12K | 0.02% | 188 |
|
|
2022
Q3 | $258K | Buy |
1,911
+121
| +7% | +$16.3K | 0.02% | 167 |
|
|
2022
Q2 | $277K | Sell |
1,790
-15
| -0.8% | -$2.32K | 0.02% | 158 |
|
|
2022
Q1 | $312K | Buy |
1,805
+2
| +0.1% | +$346 | 0.02% | 187 |
|
|
2021
Q4 | $423K | Buy |
+1,803
| New | +$423K | 0.03% | 149 |
|
|
2021
Q3 | – | Sell |
-1,505
| Closed | -$328K | – | 219 |
|
|
2021
Q2 | $328K | Buy |
1,505
+46
| +3% | +$10K | 0.02% | 188 |
|
|
2021
Q1 | $321K | Hold |
1,459
| – | – | 0.02% | 176 |
|
|
2020
Q4 | $263K | Sell |
1,459
-40
| -3% | -$7.21K | 0.02% | 182 |
|
|
2020
Q3 | $276K | Buy |
+1,499
| New | +$276K | 0.02% | 157 |
|
|
2019
Q2 | – | Sell |
-2,739
| Closed | -$364K | – | 232 |
|
|
2019
Q1 | $364K | Buy |
+2,739
| New | +$364K | 0.03% | 164 |
|