MLA
My Legacy Advisors’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,001
| Closed | -$260K | – | 210 |
|
|
2024
Q4 | $260K | Buy |
2,001
+2
| +0.1% | +$259 | 0.1% | 185 |
|
|
2024
Q3 | $214K | Sell |
1,999
-384
| -16% | -$41.1K | 0.08% | 194 |
|
|
2024
Q2 | $244K | Buy |
2,383
+75
| +3% | +$7.67K | 0.08% | 197 |
|
|
2024
Q1 | $276K | Buy |
2,308
+287
| +14% | +$34.3K | 0.09% | 195 |
|
|
2023
Q4 | $243K | Sell |
2,021
-50
| -2% | -$6.02K | 0.09% | 191 |
|
|
2023
Q3 | $267K | Buy |
2,071
+354
| +21% | +$45.7K | 0.11% | 179 |
|
|
2023
Q2 | $270K | Buy |
+1,717
| New | +$270K | 0.11% | 188 |
|