Monte Financial Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-21,590
| Closed | -$4.71M | – | 62 |
|
|
2021
Q2 | $4.71M | Buy |
21,590
+1,119
| +5% | +$244K | 2.68% | 16 |
|
|
2021
Q1 | $4.51M | Sell |
20,471
-1,203
| -6% | -$265K | 2.77% | 15 |
|
|
2020
Q4 | $3.91M | Sell |
21,674
-786
| -3% | -$142K | 2.66% | 14 |
|
|
2020
Q3 | $4.13M | Sell |
22,460
-278
| -1% | -$51.1K | 3.12% | 5 |
|
|
2020
Q2 | $2.95M | Buy |
22,738
+561
| +3% | +$72.7K | 2.33% | 25 |
|
|
2020
Q1 | $1.9M | Buy |
22,177
+1,349
| +6% | +$116K | 1.84% | 27 |
|
|
2019
Q4 | $3.07M | Buy |
20,828
+1,973
| +10% | +$291K | 2.26% | 24 |
|
|
2019
Q3 | $2.99M | Sell |
18,855
-2,724
| -13% | -$431K | 2.41% | 23 |
|
|
2019
Q2 | $3.07M | Buy |
21,579
+1,313
| +6% | +$187K | 2.61% | 21 |
|
|
2019
Q1 | $2.69M | Sell |
20,266
-435
| -2% | -$57.8K | 2.36% | 25 |
|
|
2018
Q4 | $2.21M | Buy |
20,701
+9,187
| +80% | +$982K | 2.34% | 23 |
|
|
2018
Q3 | $1.37M | Buy |
+11,514
| New | +$1.37M | 1.28% | 32 |
|