Stratos Wealth Advisors’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 |
-13,183
| Closed | -$1.96M | – | 719 |
|
2023
Q2 | $1.96M | Buy |
13,183
+638
| +5% | +$94.9K | 0.14% | 200 |
|
2023
Q1 | $1.66M | Sell |
12,545
-618
| -5% | -$81.6K | 0.13% | 212 |
|
2022
Q4 | $1.86M | Buy |
13,163
+758
| +6% | +$107K | 0.16% | 184 |
|
2022
Q3 | $1.67M | Buy |
12,405
+2,369
| +24% | +$319K | 0.18% | 168 |
|
2022
Q2 | $1.55M | Buy |
10,036
+2,082
| +26% | +$322K | 0.14% | 193 |
|
2022
Q1 | $1.37M | Buy |
7,954
+6,862
| +628% | +$1.19M | 0.11% | 219 |
|
2021
Q4 | $256K | Buy |
1,092
+6
| +0.6% | +$1.41K | 0.02% | 486 |
|
2021
Q3 | $222K | Buy |
+1,086
| New | +$222K | 0.02% | 474 |
|