PFG Private Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-324
| Closed | -$48.2K | – | 327 |
|
|
2023
Q2 | $48.2K | Hold |
324
| – | – | 0.03% | 150 |
|
|
2023
Q1 | $42.8K | Hold |
324
| – | – | 0.03% | 154 |
|
|
2022
Q4 | $46K | Hold |
324
| – | – | 0.03% | 145 |
|
|
2022
Q3 | $44K | Hold |
324
| – | – | 0.03% | 143 |
|
|
2022
Q2 | $50K | Hold |
324
| – | – | 0.03% | 150 |
|
|
2022
Q1 | $56K | Hold |
324
| – | – | 0.03% | 150 |
|
|
2021
Q4 | $76K | Hold |
324
| – | – | 0.04% | 145 |
|
|
2021
Q3 | $66K | Buy |
+324
| New | +$66K | 0.04% | 137 |
|