Opus Investment 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 |
-14,400
| Closed | -$1.94M | – | 92 |
|
|
2022
Q3 | $1.94M | Hold |
14,400
| – | – | 0.45% | 70 |
|
|
2022
Q2 | $2.23M | Hold |
14,400
| – | – | 0.48% | 71 |
|
|
2022
Q1 | $2.49M | Buy |
14,400
+12,400
| +620% | +$2.14M | 0.38% | 78 |
|
|
2021
Q4 | $469K | Hold |
2,000
| – | – | 0.07% | 92 |
|
|
2021
Q3 | $408K | Sell |
2,000
-8,000
| -80% | -$1.63M | 0.06% | 92 |
|
|
2021
Q2 | $2.18M | Sell |
10,000
-2,000
| -17% | -$436K | 0.33% | 78 |
|
|
2021
Q1 | $2.64M | Hold |
12,000
| – | – | 0.39% | 75 |
|
|
2020
Q4 | $2.17M | Hold |
12,000
| – | – | 0.34% | 80 |
|
|
2020
Q3 | $2.21M | Sell |
12,000
-4,200
| -26% | -$772K | 0.42% | 66 |
|
|
2020
Q2 | $2.1M | Hold |
16,200
| – | – | 0.43% | 69 |
|
|
2020
Q1 | $1.39M | Buy |
+16,200
| New | +$1.39M | 0.29% | 79 |
|