Shelton Capital Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+1,984
| New | +$201K | ﹤0.01% | 675 |
|
|
2025
Q1 | – | Sell |
-2,068
| Closed | -$237K | – | 754 |
|
|
2024
Q4 | $237K | Sell |
2,068
-126
| -6% | -$14.4K | 0.01% | 612 |
|
|
2024
Q3 | $235K | Hold |
2,194
| – | – | 0.01% | 635 |
|
|
2024
Q2 | $224K | Sell |
2,194
-157
| -7% | -$16K | 0.01% | 626 |
|
|
2024
Q1 | $281K | Buy |
+2,351
| New | +$281K | 0.01% | 554 |
|
|
2020
Q4 | – | Sell |
-25,134
| Closed | -$4.62M | – | 819 |
|
|
2020
Q3 | $4.62M | Buy |
+25,134
| New | +$4.62M | 0.19% | 112 |
|
|
2015
Q3 | – | Sell |
-1,270
| Closed | -$220K | – | 773 |
|
|
2015
Q2 | $220K | Hold |
1,270
| – | – | 0.02% | 706 |
|
|
2015
Q1 | $257K | Sell |
1,270
-2,200
| -63% | -$445K | 0.03% | 656 |
|
|
2014
Q4 | $672K | Buy |
+3,470
| New | +$672K | 0.08% | 265 |
|
|
2013
Q3 | – | Sell |
-2,770
| Closed | -$317K | – | 705 |
|
|
2013
Q2 | $317K | Buy |
+2,770
| New | +$317K | 0.06% | 418 |
|