Simon Quick Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$39K | – | 512 |
|
|
2020
Q2 | $39K | Hold |
300
| – | – | 0.01% | 218 |
|
|
2020
Q1 | $26K | Hold |
300
| – | – | 0.01% | 257 |
|
|
2019
Q4 | $44K | Hold |
300
| – | – | 0.02% | 244 |
|
|
2019
Q3 | $48K | Buy |
+300
| New | +$48K | 0.02% | 179 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$40K | – | 592 |
|
|
2019
Q1 | $40K | Hold |
300
| – | – | 0.02% | 229 |
|
|
2018
Q4 | $32K | Buy |
+300
| New | +$32K | 0.01% | 222 |
|
|
2018
Q2 | – | Sell |
-52
| Closed | -$8K | – | 378 |
|
|
2018
Q1 | $8K | Sell |
52
-161
| -76% | -$24.8K | ﹤0.01% | 246 |
|
|
2017
Q4 | $39K | Buy |
+213
| New | +$39K | 0.02% | 251 |
|