Stonebridge Capital Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$13.4K | – | 871 |
|
|
2023
Q3 | $13.4K | Hold |
100
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $14.9K | Hold |
100
| – | – | ﹤0.01% | 551 |
|
|
2023
Q1 | $13.2K | Hold |
100
| – | – | ﹤0.01% | 570 |
|
|
2022
Q4 | $14.1K | Hold |
100
| – | – | ﹤0.01% | 536 |
|
|
2022
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 534 |
|
|
2022
Q2 | $15K | Buy |
100
+83
| +488% | +$12.5K | ﹤0.01% | 536 |
|
|
2022
Q1 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 868 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | -$2K | – | 1130 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 968 |
|
|
2021
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 872 |
|