JT Stratford LLC’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,354
| Closed | -$287K | – | 282 |
|
2023
Q4 | $287K | Sell |
2,354
-476
| -17% | -$58K | 0.07% | 212 |
|
2023
Q3 | $378K | Buy |
2,830
+594
| +27% | +$79.4K | 0.1% | 182 |
|
2023
Q2 | $333K | Buy |
2,236
+171
| +8% | +$25.4K | 0.09% | 189 |
|
2023
Q1 | $273K | Buy |
+2,065
| New | +$273K | 0.08% | 200 |
|