Valeo Financial Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,255
| Closed | -$217K | – | 596 |
|
|
2022
Q1 | $217K | Sell |
1,255
-482
| -28% | -$83.3K | 0.01% | 502 |
|
|
2021
Q4 | $408K | Sell |
1,737
-2,461
| -59% | -$578K | 0.02% | 343 |
|
|
2021
Q3 | $856K | Buy |
4,198
+1,173
| +39% | +$239K | 0.05% | 196 |
|
|
2021
Q2 | $660K | Buy |
3,025
+33
| +1% | +$7.2K | 0.04% | 206 |
|
|
2021
Q1 | $659K | Buy |
2,992
+2,492
| +498% | +$549K | 0.03% | 221 |
|
|
2020
Q4 | $90K | Buy |
500
+496
| +12,400% | +$89.3K | ﹤0.01% | 588 |
|
|
2020
Q3 | $1K | Sell |
4
-43
| -91% | -$10.8K | ﹤0.01% | 1495 |
|
|
2020
Q2 | $6K | Buy |
47
+39
| +488% | +$4.98K | ﹤0.01% | 1402 |
|
|
2020
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1683 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$5K | – | 1735 |
|
|
2018
Q3 | $5K | Sell |
50
-251
| -83% | -$25.1K | ﹤0.01% | 1222 |
|
|
2018
Q2 | $38K | Hold |
301
| – | – | 0.01% | 605 |
|
|
2018
Q1 | $46K | Sell |
301
-750
| -71% | -$115K | 0.01% | 504 |
|
|
2017
Q4 | $177K | Buy |
1,051
+350
| +50% | +$58.9K | 0.03% | 257 |
|
|
2017
Q3 | $129K | Buy |
+701
| New | +$129K | 0.03% | 258 |
|