PWS
Precision Wealth Strategies’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,702
| Closed | -$605K | – | 155 |
|
|
2022
Q2 | $605K | Sell |
3,702
-412
| -10% | -$67.3K | 0.48% | 40 |
|
|
2022
Q1 | $711K | Sell |
4,114
-560
| -12% | -$96.8K | 0.42% | 46 |
|
|
2021
Q4 | $1.1M | Buy |
4,674
+693
| +17% | +$163K | 0.79% | 25 |
|
|
2021
Q3 | $812K | Buy |
3,981
+2,230
| +127% | +$455K | 0.63% | 26 |
|
|
2021
Q2 | $382K | Buy |
1,751
+385
| +28% | +$84K | 0.33% | 59 |
|
|
2021
Q1 | $301K | Buy |
+1,366
| New | +$301K | 0.29% | 54 |
|