Stratos Wealth Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,387
| Closed | -$457K | – | 1188 |
|
|
2022
Q3 | $457K | Buy |
3,387
+22
| +0.7% | +$2.97K | 0.01% | 721 |
|
|
2022
Q2 | $521K | Sell |
3,365
-104
| -3% | -$16.1K | 0.01% | 714 |
|
|
2022
Q1 | $600K | Buy |
+3,469
| New | +$600K | 0.01% | 746 |
|
|
2021
Q3 | – | Sell |
-1,812
| Closed | -$395K | – | 1248 |
|
|
2021
Q2 | $395K | Buy |
+1,812
| New | +$395K | 0.01% | 853 |
|
|
2018
Q4 | – | Sell |
-975
| Closed | -$116K | – | 2500 |
|
|
2018
Q3 | $116K | Buy |
+975
| New | +$116K | 0.01% | 1060 |
|
|
2018
Q2 | – | Sell |
-1,326
| Closed | -$203K | – | 2585 |
|
|
2018
Q1 | $203K | Buy |
1,326
+491
| +59% | +$75.2K | 0.01% | 890 |
|
|
2017
Q4 | $141K | Buy |
+835
| New | +$141K | 0.01% | 1020 |
|
|
2016
Q3 | – | Sell |
-1,943
| Closed | -$324K | – | 724 |
|
|
2016
Q2 | $324K | Buy |
1,943
+277
| +17% | +$46.2K | 0.02% | 431 |
|
|
2016
Q1 | $300K | Buy |
1,666
+44
| +3% | +$7.92K | 0.03% | 416 |
|
|
2015
Q4 | $238K | Sell |
1,622
-958
| -37% | -$141K | 0.02% | 482 |
|
|
2015
Q3 | $380K | Buy |
+2,580
| New | +$380K | 0.05% | 318 |
|
|
2015
Q2 | – | Sell |
-3,060
| Closed | -$616K | – | 619 |
|
|
2015
Q1 | $616K | Buy |
3,060
+1,573
| +106% | +$317K | 0.07% | 249 |
|
|
2014
Q4 | $288K | Buy |
+1,487
| New | +$288K | 0.05% | 363 |
|