Trevor, Stewart, Burton & Jacobsen’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-7,475
| Closed | -$1.09M | – | 53 |
|
|
2014
Q3 | $1.09M | Sell |
7,475
-4,500
| -38% | -$656K | 0.7% | 30 |
|
|
2014
Q2 | $1.67M | Sell |
11,975
-36,585
| -75% | -$5.09M | 0.87% | 30 |
|
|
2014
Q1 | $7.26M | Sell |
48,560
-14,625
| -23% | -$2.19M | 3.52% | 12 |
|
|
2013
Q4 | $9.91M | Buy |
63,185
+300
| +0.5% | +$47.1K | 4.53% | 1 |
|
|
2013
Q3 | $9.21M | Sell |
62,885
-565
| -0.9% | -$82.7K | 4.76% | 1 |
|
|
2013
Q2 | $7.26M | Buy |
+63,450
| New | +$7.26M | 3.87% | 6 |
|