Smith Salley Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$219K | – | 193 |
|
|
2018
Q2 | $219K | Hold |
1,500
| – | – | 0.04% | 172 |
|
|
2018
Q1 | $230K | Sell |
1,500
-12
| -0.8% | -$1.84K | 0.04% | 165 |
|
|
2017
Q4 | $255K | Buy |
1,512
+12
| +0.8% | +$2.02K | 0.05% | 155 |
|
|
2017
Q3 | $277K | Hold |
1,500
| – | – | 0.05% | 141 |
|
|
2017
Q2 | $287K | Hold |
1,500
| – | – | 0.06% | 141 |
|
|
2017
Q1 | $257K | Hold |
1,500
| – | – | 0.05% | 147 |
|
|
2016
Q4 | $273K | Hold |
1,500
| – | – | 0.06% | 130 |
|
|
2016
Q3 | $243K | Hold |
1,500
| – | – | 0.05% | 137 |
|
|
2016
Q2 | $250K | Hold |
1,500
| – | – | 0.06% | 140 |
|
|
2016
Q1 | $271K | Hold |
1,500
| – | – | 0.07% | 130 |
|
|
2015
Q4 | $220K | Hold |
1,500
| – | – | 0.05% | 143 |
|
|
2015
Q3 | $221K | Hold |
1,500
| – | – | 0.06% | 143 |
|
|
2015
Q2 | $260K | Hold |
1,500
| – | – | 0.07% | 138 |
|
|
2015
Q1 | $303K | Hold |
1,500
| – | – | 0.08% | 136 |
|
|
2014
Q4 | $291K | Hold |
1,500
| – | – | 0.08% | 142 |
|
|
2014
Q3 | $218K | Buy |
+1,500
| New | +$218K | 0.06% | 165 |
|