SMC
Smith, Moore & Co’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,567
| Closed | -$264K | – | 337 |
|
|
2017
Q4 | $264K | Buy |
1,567
+268
| +21% | +$45.2K | 0.07% | 240 |
|
|
2017
Q3 | $240K | Sell |
1,299
-1,293
| -50% | -$239K | 0.07% | 257 |
|
|
2017
Q2 | $497K | Sell |
2,592
-740
| -22% | -$142K | 0.17% | 113 |
|
|
2017
Q1 | $571K | Buy |
3,332
+34
| +1% | +$5.83K | 0.2% | 92 |
|
|
2016
Q4 | $599K | Buy |
+3,298
| New | +$599K | 0.23% | 83 |
|
|
2015
Q3 | – | Sell |
-1,156
| Closed | -$200K | – | 175 |
|
|
2015
Q2 | $200K | Sell |
1,156
-2,089
| -64% | -$361K | 0.1% | 162 |
|
|
2015
Q1 | $656K | Sell |
3,245
-50
| -2% | -$10.1K | 0.35% | 53 |
|
|
2014
Q4 | $638K | Buy |
+3,295
| New | +$638K | 0.34% | 54 |
|