RWA Wealth Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-24,084
| Closed | -$3.52M | – | 697 |
|
|
2018
Q2 | $3.52M | Buy |
24,084
+404
| +2% | +$59.1K | 0.39% | 64 |
|
|
2018
Q1 | $3.63M | Sell |
23,680
-2,661
| -10% | -$407K | 0.47% | 51 |
|
|
2017
Q4 | $4.44M | Buy |
26,341
+70
| +0.3% | +$11.8K | 0.5% | 50 |
|
|
2017
Q3 | $4.85M | Buy |
26,271
+298
| +1% | +$55K | 0.55% | 49 |
|
|
2017
Q2 | $4.98M | Buy |
25,973
+1,259
| +5% | +$241K | 0.61% | 40 |
|
|
2017
Q1 | $4.23M | Buy |
+24,714
| New | +$4.23M | 0.56% | 48 |
|