SGCA
Steel Grove Capital Advisors’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
19,416
+4,259
| +28% | +$432K | 0.23% | 52 |
|
|
2025
Q1 | $1.37M | Buy |
15,157
+74
| +0.5% | +$6.67K | 0.21% | 74 |
|
|
2024
Q4 | $1.73M | Sell |
15,083
-593
| -4% | -$67.9K | 0.24% | 55 |
|
|
2024
Q3 | $1.69M | Buy |
15,676
+234
| +2% | +$25.2K | 0.24% | 64 |
|
|
2024
Q2 | $1.58M | Buy |
+15,442
| New | +$1.58M | 0.22% | 68 |
|
|
2021
Q2 | – | Sell |
-6,483
| Closed | -$1.43M | – | 146 |
|
|
2021
Q1 | $1.43M | Sell |
6,483
-449
| -6% | -$99K | 0.47% | 51 |
|
|
2020
Q4 | $1.25M | Sell |
6,932
-1,496
| -18% | -$270K | 0.41% | 54 |
|
|
2020
Q3 | $1.55M | Sell |
8,428
-3,238
| -28% | -$596K | 0.63% | 26 |
|
|
2020
Q2 | $1.51M | Sell |
11,666
-1,530
| -12% | -$198K | 0.68% | 20 |
|
|
2020
Q1 | $1.13M | Buy |
+13,196
| New | +$1.13M | 0.74% | 47 |
|