Marshwinds Advisory’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,225
| Closed | -$223K | – | 137 |
|
|
2016
Q4 | $223K | Buy |
+1,225
| New | +$223K | 0.11% | 127 |
|
|
2016
Q3 | – | Sell |
-1,225
| Closed | -$204K | – | 141 |
|
|
2016
Q2 | $204K | Hold |
1,225
| – | – | 0.1% | 133 |
|
|
2016
Q1 | $221K | Buy |
+1,225
| New | +$221K | 0.11% | 126 |
|
|
2015
Q4 | – | Sell |
-1,400
| Closed | -$206K | – | 138 |
|
|
2015
Q3 | $206K | Sell |
1,400
-275
| -16% | -$40.5K | 0.11% | 130 |
|
|
2015
Q2 | $290K | Sell |
1,675
-50
| -3% | -$8.66K | 0.15% | 120 |
|
|
2015
Q1 | $349K | Sell |
1,725
-475
| -22% | -$96.1K | 0.17% | 116 |
|
|
2014
Q4 | $426K | Hold |
2,200
| – | – | 0.2% | 109 |
|
|
2014
Q3 | $320K | Sell |
2,200
-100
| -4% | -$14.5K | 0.16% | 122 |
|
|
2014
Q2 | $320K | Hold |
2,300
| – | – | 0.15% | 120 |
|
|
2014
Q1 | $344K | Sell |
2,300
-50
| -2% | -$7.48K | 0.17% | 116 |
|
|
2013
Q4 | $369K | Sell |
2,350
-700
| -23% | -$110K | 0.2% | 104 |
|
|
2013
Q3 | $447K | Sell |
3,050
-100
| -3% | -$14.7K | 0.26% | 95 |
|
|
2013
Q2 | $360K | Buy |
+3,150
| New | +$360K | 0.21% | 101 |
|