SBIA
Sheaff Brock Investment Advisors’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-34,677
| Closed | -$5.07M | – | 537 |
|
|
2018
Q2 | $5.07M | Buy |
34,677
+688
| +2% | +$101K | 0.5% | 40 |
|
|
2018
Q1 | $5.2M | Buy |
33,989
+1,997
| +6% | +$306K | 0.54% | 38 |
|
|
2017
Q4 | $5.4M | Buy |
31,992
+313
| +1% | +$52.8K | 0.7% | 36 |
|
|
2017
Q3 | $5.84M | Buy |
+31,679
| New | +$5.84M | 0.77% | 31 |
|
|
2017
Q1 | – | Sell |
-3,825
| Closed | -$695K | – | 641 |
|
|
2016
Q4 | $695K | Sell |
3,825
-5,285
| -58% | -$960K | 0.09% | 229 |
|
|
2016
Q3 | $1.48M | Buy |
9,110
+3,166
| +53% | +$513K | 0.2% | 108 |
|
|
2016
Q2 | $991K | Buy |
+5,944
| New | +$991K | 0.13% | 168 |
|