KWA
Kingswood Wealth Advisors’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
3,018
-159
| -5% | -$16.1K | 0.02% | 563 |
|
|
2025
Q1 | $286K | Sell |
3,177
-257
| -7% | -$23.2K | 0.03% | 565 |
|
|
2024
Q4 | $393K | Buy |
+3,434
| New | +$393K | 0.03% | 518 |
|
|
2024
Q2 | – | Sell |
-2,183
| Closed | -$261K | – | 716 |
|
|
2024
Q1 | $261K | Buy |
+2,183
| New | +$261K | 0.03% | 524 |
|