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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$13.4K	–	723
2023 Q3	$13.4K	Hold	100	–	–	0.01%	513
2023 Q2	$14.9K	Buy	+100	New	+$14.9K	0.01%	506
2022 Q4	–	Sell	-141	Closed	-$19K	–	827
2022 Q3	$19K	Hold	141	–	–	0.01%	506
2022 Q2	$22K	Hold	141	–	–	0.01%	500
2022 Q1	$24K	Hold	141	–	–	0.01%	545
2021 Q4	$33K	Hold	141	–	–	0.01%	535
2021 Q3	$29K	Sell	141 -200	-59%	-$41.1K	0.01%	545
2021 Q2	$74K	Hold	341	–	–	0.02%	428
2021 Q1	$75K	Hold	341	–	–	0.02%	421
2020 Q4	$62K	Buy	341 +141	+71%	+$25.6K	0.02%	442
2020 Q3	$37K	Hold	200	–	–	0.01%	497
2020 Q2	$26K	Hold	200	–	–	0.01%	558
2020 Q1	$17K	Hold	200	–	–	0.01%	612
2019 Q4	$30K	Sell	200 -96	-32%	-$14.4K	0.01%	610
2019 Q3	$47K	Hold	296	–	–	0.01%	526
2019 Q2	$42K	Hold	296	–	–	0.01%	540
2019 Q1	$39K	Hold	296	–	–	0.01%	560
2018 Q4	$32K	Hold	296	–	–	0.01%	553
2018 Q3	$35K	Sell	296 -800	-73%	-$94.6K	0.01%	615
2018 Q2	$160K	Sell	1,096 -150	-12%	-$21.9K	0.05%	328
2018 Q1	$191K	Sell	1,246 -1,015	-45%	-$156K	0.06%	294
2017 Q4	$381K	Sell	2,261 -1,425	-39%	-$240K	0.12%	194
2017 Q3	$680K	Sell	3,686 -225	-6%	-$41.5K	0.23%	133
2017 Q2	$749K	Sell	3,911 -550	-12%	-$105K	0.26%	116
2017 Q1	$764K	Sell	4,461 -325	-7%	-$55.7K	0.27%	109
2016 Q4	$870K	Sell	4,786 -2,075	-30%	-$377K	0.33%	88
2016 Q3	$1.11M	Sell	6,861 -350	-5%	-$56.8K	0.42%	65
2016 Q2	$1.2M	Buy	7,211 +690	+11%	+$115K	0.47%	58
2016 Q1	$1.18M	Buy	+6,521	New	+$1.18M	0.46%	62
2015 Q4	–	Sell	-1,446	Closed	-$213K	–	293
2015 Q3	$213K	Buy	+1,446	New	+$213K	0.09%	247
2015 Q1	$292K	Hold	1,446	–	–	0.09%	225
2014 Q4	$281K	Buy	1,446 +296	+26%	+$57.5K	0.09%	215
2014 Q3	$167K	Hold	1,150	–	–	0.06%	287
2014 Q2	$160K	Hold	1,150	–	–	0.05%	290
2014 Q1	$172K	Hold	1,150	–	–	0.06%	242
2013 Q4	$180K	Buy	1,150 +200	+21%	+$31.3K	0.07%	231
2013 Q3	$139K	Buy	+950	New	+$139K	0.06%	246