Howe & Rusling’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18
| Closed | -$2K | – | 1049 |
|
|
2022
Q3 | $2K | Buy |
18
+2
| +13% | +$222 | ﹤0.01% | 921 |
|
|
2022
Q2 | $2K | Sell |
16
-4
| -20% | -$500 | ﹤0.01% | 907 |
|
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 813 |
|
|
2021
Q4 | $5K | Buy |
20
+3
| +18% | +$750 | ﹤0.01% | 695 |
|
|
2021
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 817 |
|
|
2021
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 693 |
|
|
2021
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 702 |
|
|
2020
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 758 |
|
|
2020
Q3 | $3K | Buy |
17
+2
| +13% | +$353 | ﹤0.01% | 668 |
|
|
2020
Q2 | $2K | Buy |
15
+1
| +7% | +$133 | ﹤0.01% | 704 |
|
|
2020
Q1 | $1K | Buy |
14
+1
| +8% | +$71 | ﹤0.01% | 752 |
|
|
2019
Q4 | $2K | Buy |
13
+3
| +30% | +$462 | ﹤0.01% | 706 |
|
|
2019
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 717 |
|
|
2019
Q1 | – | Sell |
-42
| Closed | -$4K | – | 898 |
|
|
2018
Q4 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 588 |
|
|
2017
Q4 | – | Sell |
-24
| Closed | -$4K | – | 920 |
|
|
2017
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 634 |
|
|
2017
Q2 | $5K | Sell |
24
-144
| -86% | -$30K | ﹤0.01% | 647 |
|
|
2017
Q1 | $29K | Buy |
168
+100
| +147% | +$17.3K | 0.01% | 326 |
|
|
2016
Q4 | $12K | Hold |
68
| – | – | ﹤0.01% | 459 |
|
|
2016
Q3 | $11K | Buy |
68
+33
| +94% | +$5.34K | ﹤0.01% | 496 |
|
|
2016
Q2 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 605 |
|
|
2015
Q3 | – | Sell |
-59
| Closed | -$10K | – | 1075 |
|
|
2015
Q2 | $10K | Buy |
59
+13
| +28% | +$2.2K | ﹤0.01% | 526 |
|
|
2015
Q1 | $9K | Sell |
46
-41
| -47% | -$8.02K | ﹤0.01% | 513 |
|
|
2014
Q4 | $17K | Sell |
87
-55
| -39% | -$10.7K | ﹤0.01% | 423 |
|
|
2014
Q3 | $21K | Buy |
142
+66
| +87% | +$9.76K | ﹤0.01% | 382 |
|
|
2014
Q2 | $11K | Sell |
76
-2
| -3% | -$289 | ﹤0.01% | 476 |
|
|
2014
Q1 | $12K | Sell |
78
-4
| -5% | -$615 | ﹤0.01% | 547 |
|
|
2013
Q4 | $13K | Sell |
82
-16
| -16% | -$2.54K | ﹤0.01% | 459 |
|
|
2013
Q3 | $14K | Sell |
98
-66
| -40% | -$9.43K | 0.01% | 542 |
|
|
2013
Q2 | $19K | Buy |
+164
| New | +$19K | 0.01% | 497 |
|