TCI Wealth Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$3.3K | – | 2235 |
|
|
2023
Q1 | $3.3K | Sell |
25
-3
| -11% | -$427 | ﹤0.01% | 1802 |
|
|
2022
Q4 | $3.96K | Hold |
28
| – | – | ﹤0.01% | 1683 |
|
|
2022
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 1696 |
|
|
2022
Q2 | $4K | Sell |
28
-3
| -10% | -$522 | ﹤0.01% | 1712 |
|
|
2022
Q1 | $6K | Sell |
31
-50
| -62% | -$10.1K | ﹤0.01% | 1474 |
|
|
2021
Q4 | $19K | Buy |
81
+7
| +9% | +$1.54K | ﹤0.01% | 747 |
|
|
2021
Q3 | $15K | Buy |
74
+24
| +48% | +$5.26K | ﹤0.01% | 844 |
|
|
2021
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 930 |
|
|
2021
Q1 | $11K | Buy |
50
+23
| +85% | +$4.57K | 0.01% | 833 |
|
|
2020
Q4 | $5K | Hold |
27
| – | – | ﹤0.01% | 916 |
|
|
2020
Q3 | $5K | Buy |
27
+4
| +17% | +$665 | ﹤0.01% | 795 |
|
|
2020
Q2 | $3K | Buy |
23
+4
| +21% | +$458 | ﹤0.01% | 981 |
|
|
2020
Q1 | $2K | Sell |
19
-5
| -21% | -$657 | ﹤0.01% | 1124 |
|
|
2019
Q4 | $4K | Buy |
24
+5
| +26% | +$755 | ﹤0.01% | 965 |
|
|
2019
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 996 |
|
|
2019
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 942 |
|
|
2019
Q1 | $3K | Sell |
19
-4
| -17% | -$528 | ﹤0.01% | 953 |
|
|
2018
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 1075 |
|
|
2018
Q3 | $3K | Sell |
23
-20
| -47% | -$2.65K | ﹤0.01% | 965 |
|
|
2018
Q2 | $6K | Buy |
43
+20
| +87% | +$3.04K | ﹤0.01% | 753 |
|
|
2018
Q1 | $4K | Buy |
23
+7
| +44% | +$1.17K | ﹤0.01% | 805 |
|
|
2017
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 944 |
|
|
2017
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 883 |
|
|
2017
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 921 |
|
|
2017
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 874 |
|
|
2016
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 944 |
|
|
2016
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 899 |
|
|
2016
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 865 |
|
|
2016
Q1 | $3K | Sell |
16
-4
| -20% | -$596 | ﹤0.01% | 871 |
|
|
2015
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 822 |
|
|
2015
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 748 |
|
|
2015
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 758 |
|
|
2015
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 631 |
|
|
2014
Q4 | $4K | Sell |
20
-3
| -13% | -$515 | ﹤0.01% | 620 |
|
|
2014
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 688 |
|
|
2014
Q2 | $3K | Buy |
23
+7
| +44% | +$1.03K | ﹤0.01% | 710 |
|
|
2014
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 745 |
|
|
2013
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 681 |
|
|
2013
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 657 |
|
|
2013
Q2 | $2K | Buy |
+16
| New | +$1.94K | ﹤0.01% | 619 |
|
Other funds holding WHR
GA
