Total Clarity Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,506
| Closed | -$358K | – | 290 |
|
|
2024
Q2 | $358K | Sell |
3,506
-3,148
| -47% | -$322K | 0.12% | 167 |
|
|
2024
Q1 | $796K | Sell |
6,654
-550
| -8% | -$65.8K | 0.28% | 101 |
|
|
2023
Q4 | $877K | Buy |
7,204
+3,242
| +82% | +$395K | 0.36% | 84 |
|
|
2023
Q3 | $530K | Buy |
3,962
+187
| +5% | +$25K | 0.26% | 105 |
|
|
2023
Q2 | $562K | Sell |
3,775
-89
| -2% | -$13.2K | 0.28% | 91 |
|
|
2023
Q1 | $510K | Buy |
+3,864
| New | +$510K | 0.28% | 87 |
|
|
2022
Q3 | – | Sell |
-214
| Closed | -$33K | – | 974 |
|
|
2022
Q2 | $33K | Buy |
+214
| New | +$33K | 0.02% | 481 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$47K | – | 913 |
|
|
2021
Q4 | $47K | Hold |
200
| – | – | 0.02% | 419 |
|
|
2021
Q3 | $41K | Buy |
+200
| New | +$41K | 0.02% | 436 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$44K | – | 747 |
|
|
2021
Q1 | $44K | Buy |
+200
| New | +$44K | 0.03% | 362 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$30K | – | 627 |
|
|
2019
Q4 | $30K | Buy |
+200
| New | +$30K | 0.02% | 342 |
|