Telemus Capital’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,666
| Closed | -$222K | – | 400 |
|
2019
Q2 | $222K | Sell |
1,666
-106
| -6% | -$14.1K | 0.02% | 338 |
|
2019
Q1 | $235K | Sell |
1,772
-1,004
| -36% | -$133K | 0.02% | 375 |
|
2018
Q4 | $297K | Sell |
2,776
-6,555
| -70% | -$701K | 0.02% | 326 |
|
2018
Q3 | $1.11M | Sell |
9,331
-7,013
| -43% | -$833K | 0.08% | 186 |
|
2018
Q2 | $2.39M | Buy |
16,344
+10,176
| +165% | +$1.49M | 0.18% | 108 |
|
2018
Q1 | $945K | Buy |
6,168
+1,059
| +21% | +$162K | 0.08% | 205 |
|
2017
Q4 | $861K | Sell |
5,109
-69
| -1% | -$11.6K | 0.07% | 217 |
|
2017
Q3 | $955K | Sell |
5,178
-1,857
| -26% | -$342K | 0.11% | 140 |
|
2017
Q2 | $1.35M | Buy |
7,035
+872
| +14% | +$167K | 0.14% | 130 |
|
2017
Q1 | $1.06M | Buy |
6,163
+2,883
| +88% | +$494K | 0.11% | 144 |
|
2016
Q4 | $596K | Buy |
3,280
+19
| +0.6% | +$3.45K | 0.08% | 179 |
|
2016
Q3 | $529K | Buy |
+3,261
| New | +$529K | 0.06% | 213 |
|