Stifel Trust’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.63M | Buy |
24,917
+24,512
| +6,052% | +$3.57M | 0.7% | 61 |
|
|
2014
Q2 | $57K | Buy |
405
+150
| +59% | +$21.1K | 0.01% | 262 |
|
|
2014
Q1 | $39K | Hold |
255
| – | – | 0.01% | 287 |
|
|
2013
Q4 | $40K | Hold |
255
| – | – | 0.01% | 283 |
|
|
2013
Q3 | $38K | Hold |
255
| – | – | 0.01% | 285 |
|
|
2013
Q2 | $30K | Buy |
+255
| New | +$30K | 0.01% | 304 |
|