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Union Point Advisors’s Whirlpool WHR Stock Holding History

Union Point Advisors’s Portfolio WHR Stock Details WHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-13,078
Closed -$2.64M – 15
2015
Q1 		$2.64M Sell
13,078
-85,535
-87% -$17.3M 1.36% 17
2014
Q4 		$19.1M Buy
98,613
+2,069
+2% +$401K 8.03% 2
2014
Q3 		$14.1M Buy
+96,544
New +$14.1M 5.56% 6