Patton Albertson Miller Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,655
| Closed | -$286K | – | 252 |
|
|
2022
Q1 | $286K | Sell |
1,655
-509
| -24% | -$88K | 0.05% | 209 |
|
|
2021
Q4 | $508K | Hold |
2,164
| – | – | 0.08% | 177 |
|
|
2021
Q3 | $441K | Sell |
2,164
-25
| -1% | -$5.1K | 0.08% | 179 |
|
|
2021
Q2 | $477K | Sell |
2,189
-160
| -7% | -$34.9K | 0.11% | 144 |
|
|
2021
Q1 | $518K | Hold |
2,349
| – | – | 0.13% | 140 |
|
|
2020
Q4 | $461K | Sell |
2,349
-76
| -3% | -$14.9K | 0.11% | 152 |
|
|
2020
Q3 | $446K | Hold |
2,425
| – | – | 0.13% | 148 |
|
|
2020
Q2 | $314K | Sell |
2,425
-130
| -5% | -$16.8K | 0.09% | 173 |
|
|
2020
Q1 | $219K | Hold |
2,555
| – | – | 0.07% | 199 |
|
|
2019
Q4 | $377K | Hold |
2,555
| – | – | 0.1% | 183 |
|
|
2019
Q3 | $405K | Buy |
2,555
+130
| +5% | +$20.6K | 0.11% | 179 |
|
|
2019
Q2 | $331K | Buy |
+2,425
| New | +$331K | 0.1% | 192 |
|