Ropes Wealth Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 793 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 792 |
|
|
2018
Q1 | – | Sell |
-300
| Closed | -$51K | – | 755 |
|
|
2017
Q4 | $51K | Hold |
300
| – | – | 0.01% | 347 |
|
|
2017
Q3 | $55K | Hold |
300
| – | – | 0.01% | 322 |
|
|
2017
Q2 | $57K | Buy |
300
+200
| +200% | +$38K | 0.02% | 313 |
|
|
2017
Q1 | $17K | Hold |
100
| – | – | ﹤0.01% | 417 |
|
|
2016
Q4 | $18K | Buy |
+100
| New | +$18K | 0.01% | 412 |
|