Strategic Wealth Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6K | Buy |
+203
| New | +$20.6K | ﹤0.01% | 644 |
|
|
2019
Q4 | – | Sell |
-6
| Closed | – | – | 512 |
|
|
2019
Q3 | $0 | Sell |
6
-6
| -50% | – | ﹤0.01% | 776 |
|
|
2019
Q2 | $1K | Sell |
12
-25
| -68% | -$2.08K | ﹤0.01% | 722 |
|
|
2019
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 643 |
|
|
2018
Q4 | $5K | Hold |
37
| – | – | ﹤0.01% | 565 |
|
|
2018
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 580 |
|
|
2018
Q2 | $5K | Sell |
37
-5,478
| -99% | -$740K | ﹤0.01% | 640 |
|
|
2018
Q1 | $844K | Buy |
5,515
+858
| +18% | +$131K | 0.44% | 81 |
|
|
2017
Q4 | $758K | Buy |
+4,657
| New | +$758K | 0.42% | 88 |
|