OAM
Optimal Asset Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.33M | Buy |
6,521
+8
| +0.1% | +$1.63K | 0.17% | 200 |
|
|
2021
Q2 | $1.42M | Hold |
6,513
| – | – | 0.17% | 200 |
|
|
2021
Q1 | $1.44M | Buy |
6,513
+3,200
| +97% | +$705K | 0.19% | 188 |
|
|
2020
Q4 | $598K | Sell |
3,313
-3,303
| -50% | -$596K | 0.08% | 321 |
|
|
2020
Q3 | $1.22M | Buy |
6,616
+4,293
| +185% | +$789K | 0.18% | 190 |
|
|
2020
Q2 | $301K | Buy |
+2,323
| New | +$301K | 0.05% | 382 |
|