J.W. Cole 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 | $1.89M | Buy |
18,622
+936
| +5% | +$94.9K | 0.04% | 433 |
|
|
2025
Q1 | $1.59M | Buy |
+17,686
| New | +$1.59M | 0.05% | 379 |
|
|
2024
Q3 | – | Sell |
-2,132
| Closed | -$218K | – | 971 |
|
|
2024
Q2 | $218K | Sell |
2,132
-695
| -25% | -$71K | 0.01% | 823 |
|
|
2024
Q1 | $337K | Sell |
2,827
-350
| -11% | -$41.7K | 0.02% | 653 |
|
|
2023
Q4 | $387K | Buy |
+3,177
| New | +$387K | 0.02% | 560 |
|