SteelPeak Wealth’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,571
| Closed | -$234K | – | 450 |
|
2023
Q2 | $234K | Buy |
+1,571
| New | +$234K | 0.01% | 355 |
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$270K | – | 447 |
|
2022
Q3 | $270K | Sell |
2,000
-640
| -24% | -$86.4K | 0.02% | 332 |
|
2022
Q2 | $409K | Buy |
2,640
+1,140
| +76% | +$177K | 0.03% | 278 |
|
2022
Q1 | $259K | Buy |
+1,500
| New | +$259K | 0.01% | 351 |
|
2021
Q2 | – | Sell |
-3,119
| Closed | -$687K | – | 439 |
|
2021
Q1 | $687K | Buy |
+3,119
| New | +$687K | 0.05% | 185 |
|