WAM
Wakefield Asset Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,404
| Closed | -$243K | – | 211 |
|
|
2022
Q1 | $243K | Buy |
1,404
+134
| +11% | +$23.2K | 0.09% | 162 |
|
|
2021
Q4 | $298K | Buy |
1,270
+60
| +5% | +$14.1K | 0.1% | 151 |
|
|
2021
Q3 | $247K | Sell |
1,210
-32
| -3% | -$6.53K | 0.09% | 151 |
|
|
2021
Q2 | $271K | Sell |
1,242
-24
| -2% | -$5.24K | 0.1% | 145 |
|
|
2021
Q1 | $279K | Sell |
1,266
-36
| -3% | -$7.93K | 0.11% | 143 |
|
|
2020
Q4 | $235K | Buy |
+1,302
| New | +$235K | 0.1% | 151 |
|