Intersect Capital’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $359K | Sell |
2,321
-123
| -5% | -$19K | 0.11% | 203 |
|
|
2022
Q1 | $422K | Buy |
2,444
+221
| +10% | +$38.2K | 0.08% | 224 |
|
|
2021
Q4 | $522K | Buy |
2,223
+387
| +21% | +$90.9K | 0.1% | 191 |
|
|
2021
Q3 | $374K | Sell |
1,836
-51
| -3% | -$10.4K | 0.06% | 235 |
|
|
2021
Q2 | $411K | Sell |
1,887
-89
| -5% | -$19.4K | 0.07% | 211 |
|
|
2021
Q1 | $435K | Sell |
1,976
-102
| -5% | -$22.5K | 0.09% | 185 |
|
|
2020
Q4 | $375K | Buy |
2,078
+221
| +12% | +$39.9K | 0.08% | 185 |
|
|
2020
Q3 | $341K | Buy |
+1,857
| New | +$341K | 0.09% | 160 |
|
|
2015
Q2 | – | Sell |
-53
| Closed | -$9K | – | 370 |
|
|
2015
Q1 | $9K | Hold |
53
| – | – | 0.01% | 339 |
|
|
2014
Q4 | $10K | Buy |
+53
| New | +$10K | 0.01% | 345 |
|