Reilly Financial Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $7K | Hold |
28
| – | – | ﹤0.01% | 794 |
|
2021
Q3 | $6K | Hold |
28
| – | – | ﹤0.01% | 731 |
|
2021
Q2 | $6K | Sell |
28
-1
| -3% | -$214 | ﹤0.01% | 774 |
|
2021
Q1 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 775 |
|
2020
Q3 | – | Sell |
-49
| Closed | -$6K | – | 945 |
|
2020
Q2 | $6K | Hold |
49
| – | – | ﹤0.01% | 681 |
|
2020
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 724 |
|
2019
Q4 | $7K | Sell |
49
-1
| -2% | -$143 | ﹤0.01% | 696 |
|
2019
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 682 |
|
2019
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 737 |
|
2019
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 753 |
|
2018
Q4 | $5K | Sell |
50
-31
| -38% | -$3.1K | ﹤0.01% | 764 |
|
2018
Q3 | $10K | Buy |
81
+1
| +1% | +$123 | ﹤0.01% | 704 |
|
2018
Q2 | $12K | Hold |
80
| – | – | ﹤0.01% | 626 |
|
2018
Q1 | $12K | Hold |
80
| – | – | ﹤0.01% | 615 |
|
2017
Q4 | $13K | Hold |
80
| – | – | ﹤0.01% | 607 |
|
2017
Q3 | $15K | Hold |
80
| – | – | ﹤0.01% | 563 |
|
2017
Q2 | $15K | Buy |
80
+31
| +63% | +$5.81K | ﹤0.01% | 572 |
|
2017
Q1 | $8K | Hold |
49
| – | – | ﹤0.01% | 652 |
|
2016
Q4 | $9K | Hold |
49
| – | – | ﹤0.01% | 573 |
|
2016
Q3 | $8K | Hold |
49
| – | – | ﹤0.01% | 574 |
|
2016
Q2 | $8K | Sell |
49
-59
| -55% | -$9.63K | ﹤0.01% | 540 |
|
2016
Q1 | $20K | Hold |
108
| – | – | ﹤0.01% | 452 |
|
2015
Q4 | $16K | Hold |
108
| – | – | ﹤0.01% | 504 |
|
2015
Q3 | $16K | Buy |
108
+59
| +120% | +$8.74K | ﹤0.01% | 667 |
|
2015
Q2 | $9K | Hold |
49
| – | – | ﹤0.01% | 916 |
|
2015
Q1 | $10K | Buy |
+49
| New | +$10K | ﹤0.01% | 854 |
|
2014
Q2 | – | Sell |
-108
| Closed | -$16K | – | 885 |
|
2014
Q1 | $16K | Hold |
108
| – | – | ﹤0.01% | 475 |
|
2013
Q4 | $17K | Hold |
108
| – | – | ﹤0.01% | 438 |
|
2013
Q3 | $15K | Hold |
108
| – | – | ﹤0.01% | 396 |
|
2013
Q2 | $13K | Buy |
+108
| New | +$13K | ﹤0.01% | 421 |
|