Institutional & Family Asset Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-374
| Closed | -$65K | – | 802 |
|
|
2022
Q1 | $65K | Sell |
374
-99
| -21% | -$17.2K | 0.01% | 231 |
|
|
2021
Q4 | $111K | Buy |
473
+95
| +25% | +$22.3K | 0.02% | 199 |
|
|
2021
Q3 | $77K | Buy |
378
+1
| +0.3% | +$204 | 0.01% | 268 |
|
|
2021
Q2 | $82K | Hold |
377
| – | – | 0.01% | 269 |
|
|
2021
Q1 | $83K | Buy |
377
+135
| +56% | +$29.7K | 0.02% | 287 |
|
|
2020
Q4 | $44K | Sell |
242
-93
| -28% | -$16.9K | 0.01% | 340 |
|
|
2020
Q3 | $62K | Sell |
335
-200
| -37% | -$37K | 0.01% | 258 |
|
|
2020
Q2 | $69K | Buy |
535
+188
| +54% | +$24.2K | 0.01% | 272 |
|
|
2020
Q1 | $30K | Sell |
347
-214
| -38% | -$18.5K | 0.01% | 312 |
|
|
2019
Q4 | $83K | Sell |
561
-29
| -5% | -$4.29K | 0.02% | 270 |
|
|
2019
Q3 | $93K | Sell |
590
-106
| -15% | -$16.7K | 0.02% | 227 |
|
|
2019
Q2 | $99K | Buy |
696
+309
| +80% | +$44K | 0.02% | 224 |
|
|
2019
Q1 | $51K | Buy |
387
+378
| +4,200% | +$49.8K | 0.01% | 325 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 793 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 819 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 816 |
|
|
2018
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 815 |
|