Patriot Financial Group Insurance Agency’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-191
| Closed | -$30K | – | 1943 |
|
|
2022
Q2 | $30K | Hold |
191
| – | – | 0.01% | 896 |
|
|
2022
Q1 | $33K | Sell |
191
-7
| -4% | -$1.21K | 0.01% | 908 |
|
|
2021
Q4 | $46K | Hold |
198
| – | – | 0.01% | 902 |
|
|
2021
Q3 | $40K | Buy |
198
+23
| +13% | +$4.65K | 0.01% | 949 |
|
|
2021
Q2 | $38K | Hold |
175
| – | – | 0.01% | 938 |
|
|
2021
Q1 | $39K | Sell |
175
-68
| -28% | -$15.2K | 0.01% | 860 |
|
|
2020
Q4 | $44K | Hold |
243
| – | – | 0.01% | 730 |
|
|
2020
Q3 | $45K | Hold |
243
| – | – | 0.01% | 567 |
|
|
2020
Q2 | $31K | Buy |
243
+75
| +45% | +$9.57K | 0.01% | 631 |
|
|
2020
Q1 | $14K | Buy |
168
+139
| +479% | +$11.6K | 0.01% | 766 |
|
|
2019
Q4 | $4K | Sell |
29
-55
| -65% | -$7.59K | ﹤0.01% | 1021 |
|
|
2019
Q3 | $13K | Hold |
84
| – | – | 0.01% | 758 |
|
|
2019
Q2 | $12K | Hold |
84
| – | – | 0.01% | 772 |
|
|
2019
Q1 | $11K | Hold |
84
| – | – | 0.01% | 689 |
|
|
2018
Q4 | $9K | Buy |
84
+55
| +190% | +$5.89K | 0.01% | 643 |
|
|
2018
Q3 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 828 |
|