Institute for Wealth Management’s Whirlpool WHR Stock Holding History

Institute for Wealth Management’s Portfolio WHR Stock Details WHR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$382K	Buy
2017 Q3	–	Sell
2017 Q2	$403K	Buy