Transamerica Financial Advisors’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
| Closed | -$1K | – | 526 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 540 |
|
|
2019
Q1 | – | Sell |
-51
| Closed | -$6K | – | 462 |
|
|
2018
Q4 | $6K | Buy |
51
+4
| +9% | +$471 | ﹤0.01% | 315 |
|
|
2018
Q3 | $6K | Buy |
47
+45
| +2,250% | +$5.75K | ﹤0.01% | 334 |
|
|
2018
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 478 |
|
|
2015
Q4 | – | Sell |
-2,005
| Closed | -$296K | – | 873 |
|
|
2015
Q3 | $296K | Buy |
2,005
+5
| +0.3% | +$738 | 0.02% | 261 |
|
|
2015
Q2 | $347K | Hold |
2,000
| – | – | 0.02% | 272 |
|
|
2015
Q1 | $405K | Hold |
2,000
| – | – | 0.03% | 251 |
|
|
2014
Q4 | $388K | Hold |
2,000
| – | – | 0.03% | 223 |
|
|
2014
Q3 | $292K | Hold |
2,000
| – | – | 0.03% | 223 |
|
|
2014
Q2 | $279K | Hold |
2,000
| – | – | 0.02% | 246 |
|
|
2014
Q1 | $299K | Hold |
2,000
| – | – | 0.03% | 209 |
|
|
2013
Q4 | $314K | Hold |
2,000
| – | – | 0.03% | 201 |
|
|
2013
Q3 | $293K | Buy |
+2,000
| New | +$293K | 0.04% | 196 |
|