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TCI Wealth Advisors’s Whirlpool WHR Stock Holding History

TCI Wealth Advisors’s Portfolio WHR Stock Details WHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-25
Closed -$3.3K – 2235
2023
Q1 		$3.3K Sell
25
-3
-11% -$396 ﹤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% -$429 ﹤0.01% 1711
2022
Q1 		$6K Sell
31
-50
-62% -$9.68K ﹤0.01% 1474
2021
Q4 		$19K Buy
81
+7
+9% +$1.64K ﹤0.01% 747
2021
Q3 		$15K Buy
74
+24
+48% +$4.87K ﹤0.01% 829
2021
Q2 		$11K Hold
50
– – ﹤0.01% 912
2021
Q1 		$11K Buy
50
+23
+85% +$5.06K ﹤0.01% 815
2020
Q4 		$5K Hold
27
– – ﹤0.01% 892
2020
Q3 		$5K Buy
27
+4
+17% +$741 ﹤0.01% 778
2020
Q2 		$3K Buy
23
+4
+21% +$522 ﹤0.01% 969
2020
Q1 		$2K Sell
19
-5
-21% -$526 ﹤0.01% 1114
2019
Q4 		$4K Buy
24
+5
+26% +$833 ﹤0.01% 961
2019
Q3 		$3K Hold
19
– – ﹤0.01% 991
2019
Q2 		$3K Hold
19
– – ﹤0.01% 938
2019
Q1 		$3K Sell
19
-4
-17% -$632 ﹤0.01% 947
2018
Q4 		$2K Hold
23
– – ﹤0.01% 1065
2018
Q3 		$3K Sell
23
-20
-47% -$2.61K ﹤0.01% 954
2018
Q2 		$6K Buy
43
+20
+87% +$2.79K ﹤0.01% 753
2018
Q1 		$4K Buy
23
+7
+44% +$1.22K ﹤0.01% 802
2017
Q4 		$3K Hold
16
– – ﹤0.01% 944
2017
Q3 		$3K Hold
16
– – ﹤0.01% 882
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% 864
2016
Q1 		$3K Sell
16
-4
-20% -$750 ﹤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% 757
2015
Q1 		$4K Hold
20
– – ﹤0.01% 631
2014
Q4 		$4K Sell
20
-3
-13% -$600 ﹤0.01% 620
2014
Q3 		$3K Hold
23
– – ﹤0.01% 688
2014
Q2 		$3K Buy
23
+7
+44% +$913 ﹤0.01% 710
2014
Q1 		$2K Hold
16
– – ﹤0.01% 745
2013
Q4 		$3K Hold
16
– – ﹤0.01% 679
2013
Q3 		$2K Hold
16
– – ﹤0.01% 655
2013
Q2 		$2K Buy
+16
New +$2K ﹤0.01% 617