Rational Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-529
| Closed | -$97K | – | 603 |
|
|
2020
Q3 | $97K | Buy |
529
+496
| +1,503% | +$90.9K | 0.04% | 159 |
|
|
2020
Q2 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 448 |
|
|
2020
Q1 | – | Sell |
-647
| Closed | -$95K | – | 521 |
|
|
2019
Q4 | $95K | Buy |
647
+639
| +7,988% | +$93.8K | 0.04% | 294 |
|
|
2019
Q3 | $1K | Sell |
8
-11
| -58% | -$1.38K | ﹤0.01% | 557 |
|
|
2019
Q2 | $3K | Sell |
19
-63
| -77% | -$9.95K | ﹤0.01% | 536 |
|
|
2019
Q1 | $11K | Buy |
82
+57
| +228% | +$7.65K | ﹤0.01% | 419 |
|
|
2018
Q4 | $3K | Sell |
25
-167
| -87% | -$20K | ﹤0.01% | 467 |
|
|
2018
Q3 | $23K | Buy |
+192
| New | +$23K | 0.01% | 351 |
|
|
2018
Q2 | – | Sell |
-2,013
| Closed | -$308K | – | 569 |
|
|
2018
Q1 | $308K | Sell |
2,013
-1,787
| -47% | -$273K | 0.15% | 179 |
|
|
2017
Q4 | $641K | Sell |
3,800
-600
| -14% | -$101K | 0.33% | 121 |
|
|
2017
Q3 | $812K | Hold |
4,400
| – | – | 0.43% | 74 |
|
|
2017
Q2 | $843K | Buy |
+4,400
| New | +$843K | 0.53% | 63 |
|
|
2015
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 413 |
|
|
2015
Q2 | $6K | Hold |
36
| – | – | ﹤0.01% | 415 |
|
|
2015
Q1 | $7K | Sell |
36
-24
| -40% | -$4.67K | ﹤0.01% | 390 |
|
|
2014
Q4 | $12K | Buy |
+60
| New | +$12K | ﹤0.01% | 407 |
|
|
2013
Q4 | $14K | Sell |
90
-6
| -6% | -$933 | ﹤0.01% | 777 |
|
|
2013
Q3 | $14K | Hold |
96
| – | – | ﹤0.01% | 790 |
|
|
2013
Q2 | $11K | Buy |
+96
| New | +$11K | ﹤0.01% | 822 |
|