Pinnacle Associates’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,810
| Closed | -$267K | – | 725 |
|
|
2019
Q4 | $267K | Hold |
1,810
| – | – | 0.01% | 618 |
|
|
2019
Q3 | $287K | Buy |
1,810
+10
| +0.6% | +$1.59K | 0.01% | 609 |
|
|
2019
Q2 | $256K | Hold |
1,800
| – | – | 0.01% | 620 |
|
|
2019
Q1 | $239K | Sell |
1,800
-100
| -5% | -$13.3K | 0.01% | 636 |
|
|
2018
Q4 | $203K | Buy |
1,900
+100
| +6% | +$10.7K | 0.01% | 650 |
|
|
2018
Q3 | $214K | Sell |
1,800
-750
| -29% | -$89.2K | ﹤0.01% | 667 |
|
|
2018
Q2 | $373K | Buy |
+2,550
| New | +$373K | 0.01% | 554 |
|
|
2015
Q1 | – | Sell |
-1,255
| Closed | -$243K | – | 655 |
|
|
2014
Q4 | $243K | Buy |
+1,255
| New | +$243K | ﹤0.01% | 569 |
|
|
2014
Q1 | – | Sell |
-1,330
| Closed | -$209K | – | 620 |
|
|
2013
Q4 | $209K | Sell |
1,330
-525
| -28% | -$82.5K | ﹤0.01% | 560 |
|
|
2013
Q3 | $272K | Hold |
1,855
| – | – | 0.01% | 520 |
|
|
2013
Q2 | $212K | Buy |
+1,855
| New | +$212K | ﹤0.01% | 518 |
|