SFSIG
San Francisco Sentry Investment Group’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $23K | Buy |
+105
| New | +$23K | 0.01% | 460 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$1K | – | 876 |
|
|
2020
Q1 | $1K | Sell |
8
-322
| -98% | -$40.3K | ﹤0.01% | 834 |
|
|
2019
Q4 | $49K | Hold |
330
| – | – | 0.02% | 365 |
|
|
2019
Q3 | $52K | Hold |
330
| – | – | 0.02% | 357 |
|
|
2019
Q2 | $47K | Sell |
330
-4
| -1% | -$570 | 0.02% | 375 |
|
|
2019
Q1 | $44K | Buy |
334
+154
| +86% | +$20.3K | 0.02% | 397 |
|
|
2018
Q4 | $19K | Buy |
180
+161
| +847% | +$17K | 0.01% | 480 |
|
|
2018
Q3 | $2K | Sell |
19
-781
| -98% | -$82.2K | ﹤0.01% | 806 |
|
|
2018
Q2 | $117K | Hold |
800
| – | – | 0.05% | 285 |
|
|
2018
Q1 | $122K | Sell |
800
-589
| -42% | -$89.8K | 0.04% | 345 |
|
|
2017
Q4 | $234K | Sell |
1,389
-3,150
| -69% | -$531K | 0.07% | 241 |
|
|
2017
Q3 | $837K | Buy |
4,539
+9
| +0.2% | +$1.66K | 0.28% | 87 |
|
|
2017
Q2 | $868K | Buy |
4,530
+300
| +7% | +$57.5K | 0.31% | 81 |
|
|
2017
Q1 | $725K | Hold |
4,230
| – | – | 0.4% | 76 |
|
|
2016
Q4 | $769K | Buy |
4,230
+2,280
| +117% | +$414K | 0.44% | 68 |
|
|
2016
Q3 | $316K | Hold |
1,950
| – | – | 0.19% | 124 |
|
|
2016
Q2 | $325K | Hold |
1,950
| – | – | 0.2% | 120 |
|
|
2016
Q1 | $351K | Hold |
1,950
| – | – | 0.21% | 116 |
|
|
2015
Q4 | $286K | Buy |
+1,950
| New | +$286K | 0.18% | 126 |
|