JFS 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 | $1.02K | Buy |
10
+2
| +25% | +$203 | ﹤0.01% | 1569 |
|
|
2025
Q1 | $722 | Buy |
+8
| New | +$722 | ﹤0.01% | 1709 |
|
|
2023
Q4 | – | Sell |
-28
| Closed | -$3.74K | – | 2047 |
|
|
2023
Q3 | $3.74K | Sell |
28
-4
| -13% | -$535 | ﹤0.01% | 1117 |
|
|
2023
Q2 | $4.76K | Sell |
32
-14
| -30% | -$2.08K | ﹤0.01% | 1026 |
|
|
2023
Q1 | $6.07K | Buy |
46
+25
| +119% | +$3.3K | ﹤0.01% | 908 |
|
|
2022
Q4 | $2.97K | Hold |
21
| – | – | ﹤0.01% | 1217 |
|
|
2022
Q3 | $3K | Sell |
21
-51
| -71% | -$7.29K | ﹤0.01% | 1254 |
|
|
2022
Q2 | $11K | Buy |
72
+45
| +167% | +$6.88K | ﹤0.01% | 748 |
|
|
2022
Q1 | $5K | Buy |
27
+11
| +69% | +$2.04K | ﹤0.01% | 1085 |
|
|
2021
Q4 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 891 |
|
|
2016
Q2 | – | Sell |
-1
| Closed | – | – | 626 |
|
|
2016
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 666 |
|