Homrich & Berg’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,499
| Closed | -$804K | – | 336 |
|
|
2018
Q2 | $804K | Buy |
5,499
+1,203
| +28% | +$176K | 0.06% | 145 |
|
|
2018
Q1 | $658K | Buy |
4,296
+1,123
| +35% | +$172K | 0.05% | 184 |
|
|
2017
Q4 | $535K | Sell |
3,173
-1,214
| -28% | -$205K | 0.04% | 196 |
|
|
2017
Q3 | $809K | Buy |
4,387
+1,256
| +40% | +$232K | 0.06% | 133 |
|
|
2017
Q2 | $600K | Buy |
3,131
+446
| +17% | +$85.5K | 0.05% | 153 |
|
|
2017
Q1 | $460K | Buy |
2,685
+445
| +20% | +$76.2K | 0.04% | 181 |
|
|
2016
Q4 | $407K | Buy |
2,240
+218
| +11% | +$39.6K | 0.04% | 176 |
|
|
2016
Q3 | $328K | Buy |
2,022
+529
| +35% | +$85.8K | 0.03% | 198 |
|
|
2016
Q2 | $249K | Buy |
1,493
+231
| +18% | +$38.5K | 0.02% | 229 |
|
|
2016
Q1 | $228K | Buy |
+1,262
| New | +$228K | 0.02% | 234 |
|