SWM
Selective Wealth Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23
| Closed | -$3K | – | 732 |
|
|
2022
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 652 |
|
|
2022
Q2 | $4K | Hold |
23
| – | – | ﹤0.01% | 659 |
|
|
2022
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 623 |
|
|
2021
Q4 | $5K | Hold |
23
| – | – | ﹤0.01% | 558 |
|
|
2021
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 501 |
|
|
2021
Q2 | $5K | Buy |
+23
| New | +$5K | ﹤0.01% | 413 |
|
|
2020
Q3 | – | Sell |
-31
| Closed | -$4K | – | 419 |
|
|
2020
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 331 |
|
|
2020
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 258 |
|
|
2019
Q4 | $5K | Hold |
31
| – | – | 0.01% | 228 |
|
|
2019
Q3 | $5K | Buy |
+31
| New | +$5K | 0.01% | 228 |
|