Inlet Private Wealth’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,030
| Closed | -$412K | – | 133 |
|
|
2024
Q2 | $412K | Sell |
4,030
-9,750
| -71% | -$996K | 0.11% | 101 |
|
|
2024
Q1 | $1.65M | Hold |
13,780
| – | – | 0.46% | 65 |
|
|
2023
Q4 | $1.68M | Sell |
13,780
-4,520
| -25% | -$550K | 0.51% | 63 |
|
|
2023
Q3 | $2.45M | Sell |
18,300
-4,900
| -21% | -$655K | 0.8% | 45 |
|
|
2023
Q2 | $3.45M | Hold |
23,200
| – | – | 0.87% | 33 |
|
|
2023
Q1 | $3.06M | Buy |
+23,200
| New | +$3.06M | 0.8% | 42 |
|