SageView Advisory Group’s Whirlpool WHR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,772	Closed	-$305K	–	875
2023 Q4	$305K	Buy	2,772 +457	+20%	+$50.3K	0.01%	506
2023 Q3	$310K	Buy	2,315 +25	+1%	+$3.34K	0.02%	417
2023 Q2	$341K	Buy	+2,290	New	+$341K	0.02%	424