Novare Capital Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-42,057
| Closed | -$5.67M | – | 186 |
|
|
2022
Q3 | $5.67M | Buy |
42,057
+3,863
| +10% | +$521K | 0.73% | 61 |
|
|
2022
Q2 | $5.92M | Buy |
38,194
+8,757
| +30% | +$1.36M | 0.73% | 64 |
|
|
2022
Q1 | $5.09M | Buy |
29,437
+7,277
| +33% | +$1.26M | 0.54% | 72 |
|
|
2021
Q4 | $5.2M | Buy |
22,160
+8,205
| +59% | +$1.93M | 0.53% | 75 |
|
|
2021
Q3 | $2.85M | Buy |
+13,955
| New | +$2.85M | 0.32% | 80 |
|