Strategic Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,800
| Closed | -$621K | – | 214 |
|
|
2024
Q3 | $621K | Hold |
5,800
| – | – | 0.12% | 130 |
|
|
2024
Q2 | $593K | Sell |
5,800
-274
| -5% | -$28K | 0.12% | 128 |
|
|
2024
Q1 | $727K | Buy |
6,074
+274
| +5% | +$32.8K | 0.14% | 117 |
|
|
2023
Q4 | $706K | Sell |
5,800
-1,500
| -21% | -$183K | 0.13% | 126 |
|
|
2023
Q3 | $976K | Hold |
7,300
| – | – | 0.19% | 100 |
|
|
2023
Q2 | $1.09M | Hold |
7,300
| – | – | 0.21% | 94 |
|
|
2023
Q1 | $964K | Buy |
7,300
+5,800
| +387% | +$766K | 0.2% | 99 |
|
|
2022
Q4 | $212K | Hold |
1,500
| – | – | 0.05% | 174 |
|
|
2022
Q3 | $202K | Hold |
1,500
| – | – | 0.04% | 181 |
|
|
2022
Q2 | $232K | Buy |
+1,500
| New | +$232K | 0.05% | 167 |
|