Partnervest Advisory Services’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,614
| Closed | -$471K | – | 203 |
|
|
2016
Q1 | $471K | Buy |
+2,614
| New | +$471K | 0.25% | 91 |
|
|
2014
Q3 | – | Sell |
-34
| Closed | -$5K | – | 801 |
|
|
2014
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 841 |
|
|
2014
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 810 |
|
|
2013
Q4 | $5K | Sell |
34
-200
| -85% | -$29.4K | ﹤0.01% | 782 |
|
|
2013
Q3 | $34K | Buy |
234
+200
| +588% | +$29.1K | 0.02% | 345 |
|
|
2013
Q2 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 785 |
|