Sugarloaf Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $28.3K | Hold |
247
| – | – | 0.01% | 364 |
|
|
2024
Q3 | $26.4K | Sell |
247
-813
| -77% | -$87K | 0.01% | 377 |
|
|
2024
Q2 | $108K | Buy |
1,060
+783
| +283% | +$80K | 0.02% | 228 |
|
|
2024
Q1 | $33.1K | Buy |
277
+3
| +1% | +$359 | 0.01% | 338 |
|
|
2023
Q4 | $33.4K | Hold |
274
| – | – | 0.01% | 326 |
|
|
2023
Q3 | $36.6K | Buy |
274
+27
| +11% | +$3.61K | 0.01% | 325 |
|
|
2023
Q2 | $36.8K | Sell |
247
-281
| -53% | -$41.8K | 0.01% | 326 |
|
|
2023
Q1 | $69.8K | Sell |
528
-52
| -9% | -$6.88K | 0.02% | 240 |
|
|
2022
Q4 | $82.1K | Sell |
580
-774
| -57% | -$109K | 0.02% | 220 |
|
|
2022
Q3 | $183K | Buy |
1,354
+571
| +73% | +$77.2K | 0.05% | 130 |
|
|
2022
Q2 | $121K | Buy |
783
+38
| +5% | +$5.87K | 0.03% | 167 |
|
|
2022
Q1 | $132K | Buy |
745
+406
| +120% | +$71.9K | 0.03% | 163 |
|
|
2021
Q4 | $79K | Buy |
339
+6
| +2% | +$1.4K | 0.02% | 226 |
|
|
2021
Q3 | $68K | Buy |
333
+86
| +35% | +$17.6K | 0.02% | 233 |
|
|
2021
Q2 | $54K | Hold |
247
| – | – | 0.01% | 258 |
|
|
2021
Q1 | $54 | Hold |
247
| – | – | 0.02% | 261 |
|
|
2020
Q4 | $45K | Hold |
247
| – | – | 0.02% | 264 |
|
|
2020
Q3 | $45K | Hold |
247
| – | – | 0.02% | 251 |
|
|
2020
Q2 | $32K | Hold |
247
| – | – | 0.01% | 294 |
|
|
2020
Q1 | $21K | Hold |
247
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $36K | Buy |
+247
| New | +$36K | 0.02% | 285 |
|