Kanaly Trust’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $208K | Sell |
1,146
-1
| -0.1% | -$182 | 0.04% | 140 |
|
|
2016
Q3 | $186K | Hold |
1,147
| – | – | 0.04% | 155 |
|
|
2016
Q2 | $191K | Buy |
1,147
+4
| +0.3% | +$666 | 0.04% | 151 |
|
|
2016
Q1 | $206K | Buy |
1,143
+46
| +4% | +$8.29K | 0.04% | 144 |
|
|
2015
Q4 | $161K | Sell |
1,097
-55
| -5% | -$8.07K | 0.03% | 155 |
|
|
2015
Q3 | $170K | Sell |
1,152
-42
| -4% | -$6.2K | 0.04% | 151 |
|
|
2015
Q2 | $207K | Buy |
1,194
+70
| +6% | +$12.1K | 0.04% | 155 |
|
|
2015
Q1 | $227K | Buy |
1,124
+57
| +5% | +$11.5K | 0.04% | 151 |
|
|
2014
Q4 | $207K | Buy |
1,067
+13
| +1% | +$2.52K | 0.04% | 173 |
|
|
2014
Q3 | $154K | Hold |
1,054
| – | – | 0.03% | 195 |
|
|
2014
Q2 | $147K | Sell |
1,054
-1,000
| -49% | -$139K | 0.03% | 205 |
|
|
2014
Q1 | $307K | Buy |
2,054
+54
| +3% | +$8.07K | 0.06% | 157 |
|
|
2013
Q4 | $314K | Hold |
2,000
| – | – | 0.06% | 160 |
|
|
2013
Q3 | $292K | Hold |
2,000
| – | – | 0.08% | 74 |
|
|
2013
Q2 | $228K | Buy |
+2,000
| New | +$228K | 0.07% | 73 |
|