SYSTM Wealth Solutions’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,405
| Closed | -$407K | – | 970 |
|
|
2024
Q1 | $407K | Sell |
3,405
-752
| -18% | -$90K | 0.05% | 305 |
|
|
2023
Q4 | $506K | Sell |
4,157
-60
| -1% | -$7.31K | 0.07% | 271 |
|
|
2023
Q3 | $564K | Buy |
4,217
+277
| +7% | +$37K | 0.09% | 268 |
|
|
2023
Q2 | $586K | Buy |
3,940
+21
| +0.5% | +$3.13K | 0.08% | 292 |
|
|
2023
Q1 | $517K | Buy |
3,919
+141
| +4% | +$18.6K | 0.08% | 292 |
|
|
2022
Q4 | $534K | Buy |
+3,778
| New | +$534K | 0.07% | 330 |
|