SeaCrest Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,710
| Closed | -$229K | – | 663 |
|
|
2023
Q3 | $229K | Buy |
1,710
+3
| +0.2% | +$401 | 0.03% | 526 |
|
|
2023
Q2 | $254K | Buy |
+1,707
| New | +$254K | 0.03% | 509 |
|
|
2022
Q3 | – | Sell |
-460
| Closed | -$71K | – | 1533 |
|
|
2022
Q2 | $71K | Buy |
+460
| New | +$71K | 0.01% | 989 |
|
|
2019
Q2 | – | Sell |
-818
| Closed | -$109K | – | 1843 |
|
|
2019
Q1 | $109K | Sell |
818
-560
| -41% | -$74.6K | 0.02% | 661 |
|
|
2018
Q4 | $147K | Buy |
1,378
+400
| +41% | +$42.7K | 0.03% | 525 |
|
|
2018
Q3 | $116K | Sell |
978
-2,187
| -69% | -$259K | 0.02% | 692 |
|
|
2018
Q2 | $463K | Sell |
3,165
-117
| -4% | -$17.1K | 0.08% | 264 |
|
|
2018
Q1 | $503K | Sell |
3,282
-182
| -5% | -$27.9K | 0.09% | 239 |
|
|
2017
Q4 | $584K | Buy |
+3,464
| New | +$584K | 0.11% | 204 |
|