Petrus Trust Company’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,100
| Closed | -$371K | – | 770 |
|
|
2024
Q1 | $371K | Sell |
3,100
-2,083
| -40% | -$249K | 0.03% | 342 |
|
|
2023
Q4 | $631K | Buy |
+5,183
| New | +$631K | 0.06% | 145 |
|
|
2023
Q2 | – | Sell |
-3,840
| Closed | -$507K | – | 760 |
|
|
2023
Q1 | $507K | Buy |
+3,840
| New | +$507K | 0.06% | 90 |
|