Mid Atlantic Financial Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-2,963
| Closed | -$254K | – | 774 |
|
2020
Q1 | $254K | Buy |
2,963
+984
| +50% | +$84.4K | 0.03% | 495 |
|
2019
Q4 | $292K | Sell |
1,979
-38
| -2% | -$5.61K | 0.03% | 535 |
|
2019
Q3 | $319K | Sell |
2,017
-431
| -18% | -$68.2K | 0.03% | 489 |
|
2019
Q2 | $348K | Buy |
2,448
+641
| +35% | +$91.1K | 0.04% | 474 |
|
2019
Q1 | $240K | Buy |
+1,807
| New | +$240K | 0.03% | 575 |
|