Transform Wealth’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,719
| Closed | -$1.51M | – | 209 |
|
|
2022
Q2 | $1.51M | Sell |
9,719
-24
| -0.2% | -$3.72K | 0.22% | 84 |
|
|
2022
Q1 | $1.68M | Sell |
9,743
-205
| -2% | -$35.4K | 0.19% | 93 |
|
|
2021
Q4 | $2.33M | Sell |
9,948
-93
| -0.9% | -$21.8K | 0.24% | 80 |
|
|
2021
Q3 | $2.05M | Sell |
10,041
-3,445
| -26% | -$702K | 0.23% | 89 |
|
|
2021
Q2 | $2.94M | Buy |
13,486
+10,194
| +310% | +$2.22M | 0.36% | 80 |
|
|
2021
Q1 | $725K | Sell |
3,292
-377
| -10% | -$83K | 0.15% | 120 |
|
|
2020
Q4 | $662K | Sell |
3,669
-11,106
| -75% | -$2M | 0.14% | 126 |
|
|
2020
Q3 | $2.72M | Sell |
14,775
-639
| -4% | -$118K | 0.44% | 71 |
|
|
2020
Q2 | $2M | Buy |
+15,414
| New | +$2M | 0.34% | 75 |
|