LMG Wealth Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,675
| Closed | -$3.19M | – | 125 |
|
|
2024
Q1 | $3.19M | Buy |
26,675
+2,805
| +12% | +$336K | 0.8% | 39 |
|
|
2023
Q4 | $2.91M | Buy |
23,870
+814
| +4% | +$99.1K | 0.81% | 38 |
|
|
2023
Q3 | $3.08M | Buy |
23,056
+2,784
| +14% | +$372K | 0.94% | 38 |
|
|
2023
Q2 | $3.02M | Buy |
20,272
+595
| +3% | +$88.5K | 0.92% | 37 |
|
|
2023
Q1 | $2.6M | Buy |
19,677
+1,285
| +7% | +$170K | 0.84% | 38 |
|
|
2022
Q4 | $2.85M | Buy |
+18,392
| New | +$2.85M | 0.94% | 34 |
|