Telos Capital Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,411
| Closed | -$1.29M | – | 160 |
|
|
2018
Q1 | $1.29M | Buy |
8,411
+981
| +13% | +$150K | 0.46% | 80 |
|
|
2017
Q4 | $1.25M | Buy |
7,430
+431
| +6% | +$72.7K | 0.44% | 79 |
|
|
2017
Q3 | $1.29M | Buy |
6,999
+218
| +3% | +$40.2K | 0.5% | 71 |
|
|
2017
Q2 | $1.3M | Buy |
6,781
+344
| +5% | +$65.9K | 0.52% | 73 |
|
|
2017
Q1 | $1.1M | Buy |
6,437
+146
| +2% | +$25K | 0.46% | 79 |
|
|
2016
Q4 | $1.14M | Buy |
6,291
+726
| +13% | +$132K | 0.51% | 73 |
|
|
2016
Q3 | $903K | Buy |
+5,565
| New | +$903K | 0.42% | 78 |
|