IKOS CIF’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $50K | Sell |
300
-701
| -70% | -$117K | 0.3% | 74 |
|
|
2016
Q2 | $163K | Buy |
+1,001
| New | +$163K | 0.56% | 52 |
|
|
2016
Q1 | – | Sell |
-10
| Closed | -$1K | – | 248 |
|
|
2015
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 176 |
|
|
2015
Q3 | – | Sell |
-920
| Closed | -$164K | – | 292 |
|
|
2015
Q2 | $164K | Sell |
920
-690
| -43% | -$123K | 0.54% | 80 |
|
|
2015
Q1 | $314K | Buy |
1,610
+142
| +10% | +$27.7K | 0.72% | 49 |
|
|
2014
Q4 | $285K | Buy |
+1,468
| New | +$285K | 0.48% | 107 |
|