Van Hulzen Asset Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,573
| Closed | -$209K | – | 271 |
|
|
2019
Q1 | $209K | Buy |
+1,573
| New | +$209K | 0.06% | 218 |
|
|
2018
Q3 | – | Sell |
-1,573
| Closed | -$230K | – | 242 |
|
|
2018
Q2 | $230K | Sell |
1,573
-2,680
| -63% | -$392K | 0.07% | 172 |
|
|
2018
Q1 | $651K | Buy |
4,253
+2,828
| +198% | +$433K | 0.2% | 96 |
|
|
2017
Q4 | $240K | Sell |
1,425
-100
| -7% | -$16.8K | 0.07% | 180 |
|
|
2017
Q3 | $281K | Buy |
+1,525
| New | +$281K | 0.09% | 136 |
|