Rise Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.4K | Buy |
152
+2
| +1% | +$203 | 0.01% | 696 |
|
2025
Q1 | $13.5K | Buy |
+150
| New | +$13.5K | 0.01% | 776 |
|
2023
Q2 | – | Sell |
-18
| Closed | -$2.41K | – | 804 |
|
2023
Q1 | $2.41K | Hold |
18
| – | – | ﹤0.01% | 550 |
|
2022
Q4 | $2.54K | Hold |
18
| – | – | ﹤0.01% | 532 |
|
2022
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 579 |
|
2022
Q2 | $3K | Buy |
18
+1
| +6% | +$167 | ﹤0.01% | 522 |
|
2022
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 509 |
|
2021
Q4 | $4.04K | Buy |
+17
| New | +$4.04K | ﹤0.01% | 436 |
|