Optimum Investment Advisors’s Whirlpool WHR Stock Holding History

Optimum Investment Advisors’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$13.4K	Hold
2023 Q2	$14.9K	Buy
2022 Q4	–	Sell
2022 Q3	$19K	Hold
2022 Q2	$22K	Hold
2022 Q1	$24K	Hold
2021 Q4	$33K	Hold
2021 Q3	$29K	Sell
2021 Q2	$74K	Hold
2021 Q1	$75K	Hold
2020 Q4	$62K	Buy
2020 Q3	$37K	Hold
2020 Q2	$26K	Hold
2020 Q1	$17K	Hold
2019 Q4	$30K	Sell
2019 Q3	$47K	Hold
2019 Q2	$42K	Hold
2019 Q1	$39K	Hold
2018 Q4	$32K	Hold
2018 Q3	$35K	Sell
2018 Q2	$160K	Sell
2018 Q1	$191K	Sell
2017 Q4	$381K	Sell
2017 Q3	$680K	Sell
2017 Q2	$749K	Sell
2017 Q1	$764K	Sell
2016 Q4	$870K	Sell
2016 Q3	$1.11M	Sell
2016 Q2	$1.2M	Buy
2016 Q1	$1.18M	Buy
2015 Q4	–	Sell
2015 Q3	$213K	Buy
2015 Q1	$292K	Hold
2014 Q4	$281K	Buy
2014 Q3	$167K	Hold
2014 Q2	$160K	Hold
2014 Q1	$172K	Hold
2013 Q4	$180K	Buy
2013 Q3	$139K	Buy