RKL Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,304
| Closed | -$874K | – | 160 |
|
|
2024
Q1 | $874K | Buy |
7,304
+541
| +8% | +$64.7K | 0.09% | 85 |
|
|
2023
Q4 | $824K | Buy |
6,763
+57
| +0.8% | +$6.94K | 0.09% | 87 |
|
|
2023
Q3 | $897K | Buy |
6,706
+145
| +2% | +$19.4K | 0.11% | 79 |
|
|
2023
Q2 | $976K | Buy |
6,561
+90
| +1% | +$13.4K | 0.12% | 81 |
|
|
2023
Q1 | $854K | Hold |
6,471
| – | – | 0.11% | 85 |
|
|
2022
Q4 | $915K | Sell |
6,471
-342
| -5% | -$48.4K | 0.12% | 82 |
|
|
2022
Q3 | $918K | Buy |
6,813
+177
| +3% | +$23.8K | 0.13% | 79 |
|
|
2022
Q2 | $1.03M | Buy |
6,636
+201
| +3% | +$31.1K | 0.14% | 78 |
|
|
2022
Q1 | $1.11M | Buy |
6,435
+165
| +3% | +$28.5K | 0.13% | 83 |
|
|
2021
Q4 | $1.47M | Buy |
6,270
+67
| +1% | +$15.7K | 0.17% | 67 |
|
|
2021
Q3 | $1.27M | Buy |
6,203
+38
| +0.6% | +$7.75K | 0.16% | 68 |
|
|
2021
Q2 | $1.34M | Sell |
6,165
-118
| -2% | -$25.7K | 0.17% | 68 |
|
|
2021
Q1 | $1.38M | Sell |
6,283
-118
| -2% | -$26K | 0.19% | 65 |
|
|
2020
Q4 | $1.16M | Sell |
6,401
-1
| -0% | -$180 | 0.16% | 70 |
|
|
2020
Q3 | $1.18M | Sell |
6,402
-187
| -3% | -$34.4K | 0.19% | 67 |
|
|
2020
Q2 | $853K | Buy |
6,589
+422
| +7% | +$54.6K | 0.15% | 73 |
|
|
2020
Q1 | $529K | Buy |
6,167
+7
| +0.1% | +$600 | 0.11% | 81 |
|
|
2019
Q4 | $909K | Sell |
6,160
-213
| -3% | -$31.4K | 0.16% | 78 |
|
|
2019
Q3 | $1.01M | Sell |
6,373
-79
| -1% | -$12.6K | 0.19% | 76 |
|
|
2019
Q2 | $916K | Buy |
6,452
+199
| +3% | +$28.3K | 0.17% | 79 |
|
|
2019
Q1 | $835K | Buy |
6,253
+26
| +0.4% | +$3.47K | 0.16% | 80 |
|
|
2018
Q4 | $657K | Sell |
6,227
-82
| -1% | -$8.65K | 0.15% | 85 |
|
|
2018
Q3 | $749K | Sell |
6,309
-296
| -4% | -$35.1K | 0.16% | 83 |
|
|
2018
Q2 | $963K | Sell |
6,605
-8
| -0.1% | -$1.17K | 0.22% | 78 |
|
|
2018
Q1 | $1.01M | Buy |
6,613
+458
| +7% | +$70.2K | 0.24% | 79 |
|
|
2017
Q4 | $1.04M | Buy |
6,155
+539
| +10% | +$91.1K | 0.26% | 77 |
|
|
2017
Q3 | $1.04M | Buy |
5,616
+1,031
| +22% | +$190K | 0.29% | 75 |
|
|
2017
Q2 | $879K | Buy |
+4,585
| New | +$879K | 0.28% | 76 |
|