Occidental Asset Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,597
| Closed | -$1.28M | – | 225 |
|
|
2023
Q2 | $1.28M | Buy |
8,597
+2,104
| +32% | +$313K | 0.29% | 94 |
|
|
2023
Q1 | $857K | Buy |
6,493
+957
| +17% | +$126K | 0.21% | 112 |
|
|
2022
Q4 | $783K | Buy |
5,536
+1,626
| +42% | +$230K | 0.21% | 112 |
|
|
2022
Q3 | $527K | Buy |
3,910
+476
| +14% | +$64.2K | 0.16% | 116 |
|
|
2022
Q2 | $532K | Buy |
3,434
+169
| +5% | +$26.2K | 0.16% | 120 |
|
|
2022
Q1 | $564K | Buy |
3,265
+160
| +5% | +$27.6K | 0.14% | 123 |
|
|
2021
Q4 | $729K | Buy |
3,105
+194
| +7% | +$45.5K | 0.17% | 120 |
|
|
2021
Q3 | $593K | Buy |
2,911
+221
| +8% | +$45K | 0.15% | 134 |
|
|
2021
Q2 | $586K | Buy |
2,690
+145
| +6% | +$31.6K | 0.16% | 135 |
|
|
2021
Q1 | $561K | Buy |
+2,545
| New | +$561K | 0.17% | 124 |
|