Integrated Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-117
| Closed | -$19K | – | 1006 |
|
|
2016
Q3 | $19K | Buy |
117
+77
| +193% | +$12.5K | 0.01% | 618 |
|
|
2016
Q2 | $7K | Hold |
40
| – | – | ﹤0.01% | 858 |
|
|
2016
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 795 |
|
|
2015
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 906 |
|
|
2015
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 907 |
|
|
2015
Q2 | $7K | Hold |
40
| – | – | ﹤0.01% | 888 |
|
|
2015
Q1 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 823 |
|