Mascoma Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16
| Closed | -$2.14K | – | 509 |
|
|
2023
Q3 | $2.14K | Buy |
+16
| New | +$2.14K | ﹤0.01% | 461 |
|
|
2022
Q4 | – | Sell |
-24
| Closed | -$3K | – | 657 |
|
|
2022
Q3 | $3K | Sell |
24
-14
| -37% | -$1.75K | ﹤0.01% | 550 |
|
|
2022
Q2 | $6K | Sell |
38
-69
| -64% | -$10.9K | ﹤0.01% | 487 |
|
|
2022
Q1 | $18K | Buy |
107
+27
| +34% | +$4.54K | 0.01% | 384 |
|
|
2021
Q4 | $19K | Buy |
+80
| New | +$19K | 0.01% | 339 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$3K | – | 415 |
|
|
2019
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 342 |
|
|
2017
Q3 | – | Sell |
-4
| Closed | -$1K | – | 421 |
|
|
2017
Q2 | $1K | Sell |
4
-96
| -96% | -$24K | ﹤0.01% | 395 |
|
|
2017
Q1 | $17K | Hold |
100
| – | – | 0.01% | 230 |
|
|
2016
Q4 | $18K | Buy |
+100
| New | +$18K | 0.01% | 230 |
|