Lido Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,722
| Closed | -$232K | – | 901 |
|
2022
Q3 | $232K | Sell |
1,722
-1,897
| -52% | -$256K | ﹤0.01% | 745 |
|
2022
Q2 | $560K | Sell |
3,619
-3,406
| -48% | -$527K | 0.01% | 445 |
|
2022
Q1 | $1.21M | Sell |
7,025
-74
| -1% | -$12.8K | 0.01% | 318 |
|
2021
Q4 | $1.67M | Buy |
7,099
+8
| +0.1% | +$1.88K | 0.02% | 281 |
|
2021
Q3 | $1.45M | Buy |
7,091
+41
| +0.6% | +$8.36K | 0.02% | 291 |
|
2021
Q2 | $1.54M | Sell |
7,050
-262
| -4% | -$57.1K | 0.02% | 265 |
|
2021
Q1 | $1.61M | Buy |
7,312
+582
| +9% | +$128K | 0.03% | 235 |
|
2020
Q4 | $1.21M | Buy |
+6,730
| New | +$1.21M | 0.03% | 253 |
|