HAG
HighPoint Advisor Group’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,812
| Closed | -$280K | – | 476 |
|
|
2019
Q3 | $280K | Sell |
1,812
-527
| -23% | -$81.4K | 0.06% | 259 |
|
|
2019
Q2 | $346K | Sell |
2,339
-447
| -16% | -$66.1K | 0.08% | 214 |
|
|
2019
Q1 | $383K | Buy |
2,786
+748
| +37% | +$103K | 0.09% | 195 |
|
|
2018
Q4 | $288K | Buy |
2,038
+25
| +1% | +$3.53K | 0.08% | 234 |
|
|
2018
Q3 | $214K | Buy |
2,013
+49
| +2% | +$5.21K | 0.06% | 290 |
|
|
2018
Q2 | $251K | Buy |
+1,964
| New | +$251K | 0.07% | 273 |
|
|
2017
Q3 | – | Sell |
-1,850
| Closed | -$329K | – | 295 |
|
|
2017
Q2 | $329K | Hold |
1,850
| – | – | 0.11% | 199 |
|
|
2017
Q1 | $329K | Buy |
+1,850
| New | +$329K | 0.11% | 199 |
|