Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Whirlpool WHR Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16
Closed -$2.14K – 515
2023
Q3 		$2.14K Buy
+16
New +$2.26K ﹤0.01% 459

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Legacy Financial Group (Iowa)'s WHR Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 16 shares — an estimated $2.14K sold.

Legacy Financial Group (Iowa) first reported a position in WHR in Q3 2023 and held it in 1 quarter. The position peaked at $2.14K in Q3 2023. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 16 Whirlpool shares in Q4 2023, an estimated $2.14K.
  • Legacy Financial Group (Iowa) first reported a position in Whirlpool in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Whirlpool position peaked at $2.14K in Q3 2023.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.