M Holdings Securities’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 453 |
|
|
2023
Q1 | – | Sell |
-1,931
| Closed | -$273K | – | 485 |
|
|
2022
Q4 | $273K | Buy |
1,931
+10
| +0.5% | +$1.41K | 0.03% | 358 |
|
|
2022
Q3 | $259K | Hold |
1,921
| – | – | 0.03% | 353 |
|
|
2022
Q2 | $298K | Sell |
1,921
-21
| -1% | -$3.26K | 0.03% | 334 |
|
|
2022
Q1 | $336K | Buy |
+1,942
| New | +$336K | 0.03% | 368 |
|
|
2021
Q2 | – | Sell |
-2,083
| Closed | -$459K | – | 490 |
|
|
2021
Q1 | $459K | Buy |
+2,083
| New | +$459K | 0.04% | 307 |
|