IVC Wealth Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
+2,397
| New | +$243K | 0.12% | 147 |
|
|
2025
Q1 | – | Sell |
-2,062
| Closed | -$236K | – | 167 |
|
|
2024
Q4 | $236K | Buy |
+2,062
| New | +$236K | 0.13% | 139 |
|
|
2024
Q2 | – | Sell |
-1,705
| Closed | -$204K | – | 170 |
|
|
2024
Q1 | $204K | Buy |
+1,705
| New | +$204K | 0.12% | 155 |
|