Syverson Strege & Co’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-291
| Closed | -$38.4K | – | 628 |
|
|
2023
Q1 | $38.4K | Buy |
291
+2
| +0.7% | +$264 | 0.02% | 141 |
|
|
2022
Q4 | $40.9K | Buy |
289
+1
| +0.3% | +$142 | 0.02% | 136 |
|
|
2022
Q3 | $39K | Buy |
288
+2
| +0.7% | +$271 | 0.02% | 130 |
|
|
2022
Q2 | $44K | Buy |
286
+1
| +0.4% | +$154 | 0.02% | 139 |
|
|
2022
Q1 | $49K | Sell |
285
-461
| -62% | -$79.3K | 0.05% | 127 |
|
|
2021
Q4 | $175K | Sell |
746
-166
| -18% | -$38.9K | 0.13% | 72 |
|
|
2021
Q3 | $186K | Buy |
912
+629
| +222% | +$128K | 0.15% | 63 |
|
|
2021
Q2 | $62K | Buy |
283
+1
| +0.4% | +$219 | 0.06% | 116 |
|
|
2021
Q1 | $62K | Sell |
282
-231
| -45% | -$50.8K | 0.06% | 108 |
|
|
2020
Q4 | $93K | Buy |
+513
| New | +$93K | 0.09% | 89 |
|