LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$13.2K | – | 669 |
|
|
2023
Q1 | $13.2K | Hold |
100
| – | – | ﹤0.01% | 501 |
|
|
2022
Q4 | $14.1K | Sell |
100
-29
| -22% | -$4.1K | ﹤0.01% | 486 |
|
|
2022
Q3 | $17K | Hold |
129
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $20K | Hold |
129
| – | – | ﹤0.01% | 507 |
|
|
2022
Q1 | $22K | Buy |
129
+29
| +29% | +$4.95K | ﹤0.01% | 512 |
|
|
2021
Q4 | $23K | Hold |
100
| – | – | ﹤0.01% | 526 |
|
|
2021
Q3 | $20K | Hold |
100
| – | – | ﹤0.01% | 527 |
|
|
2021
Q2 | $22K | Buy |
+100
| New | +$22K | ﹤0.01% | 537 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$18K | – | 713 |
|
|
2020
Q4 | $18K | Buy |
+100
| New | +$18K | ﹤0.01% | 519 |
|
|
2020
Q2 | – | Sell |
-225
| Closed | -$19K | – | 658 |
|
|
2020
Q1 | $19K | Hold |
225
| – | – | ﹤0.01% | 471 |
|
|
2019
Q4 | $33K | Sell |
225
-6
| -3% | -$880 | ﹤0.01% | 468 |
|
|
2019
Q3 | $37K | Hold |
231
| – | – | ﹤0.01% | 443 |
|
|
2019
Q2 | $33K | Sell |
231
-3
| -1% | -$429 | ﹤0.01% | 450 |
|
|
2019
Q1 | $31K | Buy |
234
+3
| +1% | +$397 | ﹤0.01% | 464 |
|
|
2018
Q4 | $25K | Buy |
231
+225
| +3,750% | +$24.4K | ﹤0.01% | 484 |
|
|
2018
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 681 |
|
|
2018
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 736 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 797 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 722 |
|
|
2017
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 753 |
|
|
2016
Q1 | – | Sell |
-2,000
| Closed | -$306K | – | 652 |
|
|
2015
Q4 | $306K | Sell |
2,000
-1,975
| -50% | -$302K | 0.01% | 232 |
|
|
2015
Q3 | $688K | Hold |
3,975
| – | – | 0.02% | 177 |
|
|
2015
Q2 | $688K | Sell |
3,975
-1,025
| -21% | -$177K | 0.02% | 177 |
|
|
2015
Q1 | $1.01M | Hold |
5,000
| – | – | 0.03% | 156 |
|
|
2014
Q4 | $969K | Hold |
5,000
| – | – | 0.02% | 157 |
|
|
2014
Q3 | $728K | Hold |
5,000
| – | – | 0.02% | 160 |
|
|
2014
Q2 | $696K | Hold |
5,000
| – | – | 0.02% | 165 |
|
|
2014
Q1 | $747K | Hold |
5,000
| – | – | 0.02% | 161 |
|
|
2013
Q4 | $784K | Hold |
5,000
| – | – | 0.02% | 159 |
|
|
2013
Q3 | $732K | Hold |
5,000
| – | – | 0.02% | 160 |
|
|
2013
Q2 | $572K | Buy |
+5,000
| New | +$572K | 0.02% | 182 |
|