Personal CFO Solutions’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,908
| Closed | -$523K | – | 550 |
|
|
2023
Q3 | $523K | Sell |
3,908
-591
| -13% | -$79K | 0.1% | 189 |
|
|
2023
Q2 | $669K | Buy |
4,499
+136
| +3% | +$20.2K | 0.14% | 148 |
|
|
2023
Q1 | $576K | Sell |
4,363
-100
| -2% | -$13.2K | 0.12% | 165 |
|
|
2022
Q4 | $631K | Buy |
4,463
+2,004
| +81% | +$283K | 0.13% | 154 |
|
|
2022
Q3 | $331K | Buy |
2,459
+644
| +35% | +$86.7K | 0.08% | 236 |
|
|
2022
Q2 | $281K | Sell |
1,815
-586
| -24% | -$90.7K | 0.07% | 285 |
|
|
2022
Q1 | $415K | Buy |
2,401
+49
| +2% | +$8.47K | 0.08% | 235 |
|
|
2021
Q4 | $552K | Sell |
2,352
-267
| -10% | -$62.7K | 0.1% | 185 |
|
|
2021
Q3 | $534K | Sell |
2,619
-47
| -2% | -$9.58K | 0.11% | 180 |
|
|
2021
Q2 | $581K | Buy |
2,666
+149
| +6% | +$32.5K | 0.12% | 169 |
|
|
2021
Q1 | $555K | Buy |
2,517
+181
| +8% | +$39.9K | 0.12% | 154 |
|
|
2020
Q4 | $422K | Buy |
+2,336
| New | +$422K | 0.1% | 192 |
|