MinichMacGregor Wealth Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-42
| Closed | -$5.96K | – | 658 |
|
|
2022
Q4 | $5.96K | Buy |
+42
| New | +$5.96K | ﹤0.01% | 468 |
|
|
2018
Q4 | – | Sell |
-84
| Closed | -$9K | – | 531 |
|
|
2018
Q3 | $9K | Hold |
84
| – | – | 0.01% | 328 |
|
|
2018
Q2 | $12K | Sell |
84
-13
| -13% | -$1.86K | 0.01% | 286 |
|
|
2018
Q1 | $14K | Buy |
97
+13
| +15% | +$1.88K | 0.01% | 256 |
|
|
2017
Q4 | $14K | Sell |
84
-3
| -3% | -$500 | 0.01% | 256 |
|
|
2017
Q3 | $16K | Hold |
87
| – | – | 0.01% | 224 |
|
|
2017
Q2 | $16K | Hold |
87
| – | – | 0.01% | 218 |
|
|
2017
Q1 | $14K | Hold |
87
| – | – | 0.01% | 231 |
|
|
2016
Q4 | $15K | Sell |
87
-6
| -6% | -$1.03K | 0.01% | 210 |
|
|
2016
Q3 | $15K | Buy |
93
+1
| +1% | +$161 | 0.01% | 213 |
|
|
2016
Q2 | $15K | Hold |
92
| – | – | 0.01% | 205 |
|
|
2016
Q1 | $16K | Sell |
92
-9
| -9% | -$1.57K | 0.02% | 199 |
|
|
2015
Q4 | $18K | Buy |
+101
| New | +$18K | 0.02% | 174 |
|