Security National Trust’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-33
| Closed | -$6K | – | 398 |
|
|
2017
Q3 | $6K | Hold |
33
| – | – | ﹤0.01% | 370 |
|
|
2017
Q2 | $6K | Hold |
33
| – | – | ﹤0.01% | 385 |
|
|
2017
Q1 | $6K | Hold |
33
| – | – | ﹤0.01% | 391 |
|
|
2016
Q4 | $6K | Hold |
33
| – | – | ﹤0.01% | 396 |
|
|
2016
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 422 |
|
|
2016
Q2 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 422 |
|