Tarbox Family Office’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5
| Closed | -$1K | – | 979 |
|
|
2022
Q1 | $1K | Sell |
5
-19
| -79% | -$3.85K | ﹤0.01% | 1032 |
|
|
2021
Q4 | $6K | Hold |
24
| – | – | ﹤0.01% | 574 |
|
|
2021
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 662 |
|
|
2021
Q2 | $5K | Hold |
24
| – | – | ﹤0.01% | 662 |
|
|
2021
Q1 | $5K | Hold |
24
| – | – | ﹤0.01% | 589 |
|
|
2020
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 627 |
|
|
2020
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 565 |
|
|
2020
Q2 | $3K | Buy |
24
+6
| +33% | +$687 | ﹤0.01% | 678 |
|
|
2020
Q1 | $2K | Buy |
18
+5
| +38% | +$657 | ﹤0.01% | 727 |
|
|
2019
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 870 |
|
|
2019
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 806 |
|
|
2019
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 815 |
|
|
2019
Q1 | $2K | Sell |
13
-15
| -54% | -$1.98K | ﹤0.01% | 535 |
|
|
2018
Q4 | $3K | Buy |
28
+10
| +56% | +$1.13K | ﹤0.01% | 454 |
|
|
2018
Q3 | $2K | Buy |
18
+7
| +64% | +$928 | ﹤0.01% | 540 |
|
|
2018
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 533 |
|
|
2018
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 538 |
|
|
2017
Q4 | $2K | Sell |
11
-6
| -35% | -$1.02K | ﹤0.01% | 524 |
|
|
2017
Q3 | $3K | Buy |
17
+6
| +55% | +$1.07K | ﹤0.01% | 457 |
|
|
2017
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 505 |
|
|
2017
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 505 |
|
|
2016
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 471 |
|
|
2016
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 458 |
|
|
2016
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 449 |
|
|
2016
Q1 | $2K | Buy |
11
+4
| +57% | +$596 | ﹤0.01% | 461 |
|
|
2015
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 507 |
|
|
2015
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 526 |
|
|
2015
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 513 |
|
|
2015
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 521 |
|
|
2014
Q4 | $1K | Buy |
7
+3
| +75% | +$515 | ﹤0.01% | 512 |
|
|
2014
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 513 |
|
|
2014
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 539 |
|
|
2014
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 578 |
|
|
2013
Q4 | $1K | Buy |
+4
| New | +$587 | ﹤0.01% | 550 |
|
Other funds holding WHR
GA
LAM
