Ritholtz Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,777
| Closed | -$240K | – | 746 |
|
|
2022
Q3 | $240K | Sell |
1,777
-828
| -32% | -$112K | 0.01% | 613 |
|
|
2022
Q2 | $404K | Buy |
2,605
+484
| +23% | +$75.1K | 0.03% | 364 |
|
|
2022
Q1 | $366K | Buy |
2,121
+710
| +50% | +$123K | 0.02% | 373 |
|
|
2021
Q4 | $331K | Buy |
1,411
+308
| +28% | +$72.3K | 0.02% | 388 |
|
|
2021
Q3 | $225K | Buy |
1,103
+2
| +0.2% | +$408 | 0.02% | 439 |
|
|
2021
Q2 | $240K | Hold |
1,101
| – | – | 0.02% | 414 |
|
|
2021
Q1 | $243K | Sell |
1,101
-247
| -18% | -$54.5K | 0.02% | 364 |
|
|
2020
Q4 | $243K | Buy |
1,348
+128
| +10% | +$23.1K | 0.02% | 297 |
|
|
2020
Q3 | $224K | Buy |
+1,220
| New | +$224K | 0.03% | 253 |
|