Perennial Investment Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-17,000
| Closed | -$2.48M | – | 60 |
|
|
2014
Q3 | $2.48M | Hold |
17,000
| – | – | 1.39% | 26 |
|
|
2014
Q2 | $2.37M | Hold |
17,000
| – | – | 1.08% | 44 |
|
|
2014
Q1 | $2.54M | Hold |
17,000
| – | – | 0.73% | 45 |
|
|
2013
Q4 | $2.67M | Buy |
17,000
+5,000
| +42% | +$784K | 0.77% | 42 |
|
|
2013
Q3 | $1.76M | Buy |
+12,000
| New | +$1.76M | 0.45% | 62 |
|