Veritable’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,078
| Closed | -$309K | – | 829 |
|
|
2023
Q2 | $309K | Sell |
2,078
-71
| -3% | -$10.6K | ﹤0.01% | 687 |
|
|
2023
Q1 | $284K | Sell |
2,149
-237
| -10% | -$31.3K | ﹤0.01% | 704 |
|
|
2022
Q4 | $338K | Sell |
2,386
-2,308
| -49% | -$326K | 0.01% | 628 |
|
|
2022
Q3 | $633K | Sell |
4,694
-4,277
| -48% | -$577K | 0.01% | 443 |
|
|
2022
Q2 | $1.39M | Buy |
8,971
+2,112
| +31% | +$327K | 0.03% | 299 |
|
|
2022
Q1 | $1.19M | Buy |
6,859
+2,517
| +58% | +$435K | 0.02% | 362 |
|
|
2021
Q4 | $1.02M | Buy |
4,342
+177
| +4% | +$41.5K | 0.02% | 393 |
|
|
2021
Q3 | $849K | Buy |
4,165
+636
| +18% | +$130K | 0.01% | 424 |
|
|
2021
Q2 | $769K | Buy |
3,529
+12
| +0.3% | +$2.62K | 0.01% | 435 |
|
|
2021
Q1 | $775K | Hold |
3,517
| – | – | 0.01% | 409 |
|
|
2020
Q4 | $635K | Sell |
3,517
-102
| -3% | -$18.4K | 0.01% | 440 |
|
|
2020
Q3 | $665K | Sell |
3,619
-12
| -0.3% | -$2.21K | 0.01% | 410 |
|
|
2020
Q2 | $470K | Buy |
3,631
+61
| +2% | +$7.9K | 0.01% | 483 |
|
|
2020
Q1 | $306K | Sell |
3,570
-247
| -6% | -$21.2K | 0.01% | 554 |
|
|
2019
Q4 | $563K | Buy |
3,817
+6
| +0.2% | +$885 | 0.01% | 500 |
|
|
2019
Q3 | $604K | Buy |
3,811
+54
| +1% | +$8.56K | 0.01% | 466 |
|
|
2019
Q2 | $535K | Sell |
3,757
-8
| -0.2% | -$1.14K | 0.01% | 476 |
|
|
2019
Q1 | $500K | Sell |
3,765
-1,534
| -29% | -$204K | 0.01% | 496 |
|
|
2018
Q4 | $566K | Buy |
5,299
+445
| +9% | +$47.5K | 0.01% | 436 |
|
|
2018
Q3 | $576K | Sell |
4,854
-266
| -5% | -$31.6K | 0.01% | 454 |
|
|
2018
Q2 | $749K | Sell |
5,120
-976
| -16% | -$143K | 0.02% | 403 |
|
|
2018
Q1 | $933K | Buy |
6,096
+853
| +16% | +$131K | 0.02% | 344 |
|
|
2017
Q4 | $884K | Sell |
5,243
-841
| -14% | -$142K | 0.02% | 365 |
|
|
2017
Q3 | $1.12M | Buy |
6,084
+12
| +0.2% | +$2.21K | 0.02% | 319 |
|
|
2017
Q2 | $1.16M | Buy |
6,072
+3,678
| +154% | +$705K | 0.03% | 319 |
|
|
2017
Q1 | $410K | Buy |
2,394
+29
| +1% | +$4.97K | 0.01% | 528 |
|
|
2016
Q4 | $430K | Buy |
2,365
+783
| +49% | +$142K | 0.01% | 506 |
|
|
2016
Q3 | $257K | Sell |
1,582
-69
| -4% | -$11.2K | 0.01% | 626 |
|
|
2016
Q2 | $275K | Buy |
1,651
+493
| +43% | +$82.1K | 0.01% | 586 |
|
|
2016
Q1 | $209K | Buy |
+1,158
| New | +$209K | 0.01% | 651 |
|
|
2015
Q3 | – | Sell |
-1,206
| Closed | -$209K | – | 744 |
|
|
2015
Q2 | $209K | Buy |
+1,206
| New | +$209K | 0.01% | 680 |
|
|
2014
Q1 | – | Sell |
-1,668
| Closed | -$262K | – | 998 |
|
|
2013
Q4 | $262K | Buy |
1,668
+35
| +2% | +$5.5K | 0.01% | 762 |
|
|
2013
Q3 | $239K | Sell |
1,633
-6,690
| -80% | -$979K | 0.01% | 789 |
|
|
2013
Q2 | $952K | Buy |
+8,323
| New | +$952K | 0.02% | 405 |
|