Integrated Wealth Concepts’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,475
| Closed | -$372K | – | 1790 |
|
|
2024
Q3 | $372K | Sell |
3,475
-484
| -12% | -$51.8K | ﹤0.01% | 1216 |
|
|
2024
Q2 | $405K | Buy |
3,959
+709
| +22% | +$72.5K | 0.01% | 1153 |
|
|
2024
Q1 | $389K | Buy |
3,250
+1,107
| +52% | +$132K | 0.01% | 1172 |
|
|
2023
Q4 | $261K | Sell |
2,143
-1,169
| -35% | -$142K | ﹤0.01% | 1329 |
|
|
2023
Q3 | $443K | Buy |
3,312
+1,742
| +111% | +$233K | 0.01% | 1033 |
|
|
2023
Q2 | $234K | Buy |
+1,570
| New | +$234K | ﹤0.01% | 1348 |
|
|
2022
Q4 | – | Sell |
-3,085
| Closed | -$416K | – | 1083 |
|
|
2022
Q3 | $416K | Buy |
3,085
+761
| +33% | +$103K | 0.01% | 647 |
|
|
2022
Q2 | $360K | Buy |
2,324
+245
| +12% | +$38K | 0.01% | 695 |
|
|
2022
Q1 | $359K | Buy |
2,079
+444
| +27% | +$76.7K | 0.01% | 676 |
|
|
2021
Q4 | $384K | Buy |
1,635
+311
| +23% | +$73K | 0.01% | 682 |
|
|
2021
Q3 | $270K | Buy |
+1,324
| New | +$270K | 0.01% | 784 |
|