Next 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
Q4 | $567K | Sell |
2,417
-13
| -0.5% | -$3.05K | 0.04% | 490 |
|
|
2021
Q3 | $495K | Buy |
2,430
+701
| +41% | +$143K | 0.04% | 472 |
|
|
2021
Q2 | $377K | Sell |
1,729
-153
| -8% | -$33.4K | 0.03% | 577 |
|
|
2021
Q1 | $415K | Sell |
1,882
-1,518
| -45% | -$335K | 0.04% | 494 |
|
|
2020
Q4 | $613K | Buy |
3,400
+677
| +25% | +$122K | 0.06% | 319 |
|
|
2020
Q3 | $501K | Buy |
+2,723
| New | +$501K | 0.05% | 330 |
|
|
2020
Q2 | – | Sell |
-918
| Closed | -$79K | – | 1900 |
|
|
2020
Q1 | $79K | Buy |
918
+849
| +1,230% | +$73.1K | 0.01% | 837 |
|
|
2019
Q4 | $10K | Buy |
69
+35
| +103% | +$5.07K | ﹤0.01% | 1785 |
|
|
2019
Q3 | $5K | Hold |
34
| – | – | ﹤0.01% | 1924 |
|
|
2019
Q2 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 1912 |
|
|
2019
Q1 | – | Sell |
-34
| Closed | -$4K | – | 2141 |
|
|
2018
Q4 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 1631 |
|
|
2017
Q4 | – | Sell |
-455
| Closed | -$81K | – | 1422 |
|
|
2017
Q3 | $81K | Sell |
455
-124
| -21% | -$22.1K | 0.02% | 559 |
|
|
2017
Q2 | $111K | Sell |
579
-31
| -5% | -$5.94K | 0.03% | 512 |
|
|
2017
Q1 | $113K | Sell |
610
-67
| -10% | -$12.4K | 0.03% | 454 |
|
|
2016
Q4 | $123K | Hold |
677
| – | – | 0.02% | 619 |
|
|
2016
Q3 | $110K | Buy |
677
+82
| +14% | +$13.3K | 0.02% | 627 |
|
|
2016
Q2 | $99K | Hold |
595
| – | – | 0.03% | 458 |
|
|
2016
Q1 | $107K | Sell |
595
-50
| -8% | -$8.99K | 0.04% | 413 |
|
|
2015
Q4 | $94K | Buy |
645
+25
| +4% | +$3.64K | 0.04% | 440 |
|
|
2015
Q3 | $91K | Buy |
620
+125
| +25% | +$18.3K | 0.03% | 457 |
|
|
2015
Q2 | $85K | Buy |
495
+35
| +8% | +$6.01K | 0.03% | 516 |
|
|
2015
Q1 | $92K | Sell |
460
-25
| -5% | -$5K | 0.03% | 489 |
|
|
2014
Q4 | $94K | Sell |
485
-32
| -6% | -$6.2K | 0.03% | 479 |
|
|
2014
Q3 | $75K | Buy |
+517
| New | +$75K | 0.01% | 762 |
|