Waterfront Wealth’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,231
| Closed | -$655K | – | 249 |
|
|
2022
Q2 | $655K | Buy |
4,231
+198
| +5% | +$30.7K | 0.26% | 106 |
|
|
2022
Q1 | $693K | Buy |
4,033
+476
| +13% | +$81.8K | 0.25% | 98 |
|
|
2021
Q4 | $835K | Buy |
3,557
+482
| +16% | +$113K | 0.33% | 80 |
|
|
2021
Q3 | $627K | Buy |
3,075
+89
| +3% | +$18.1K | 0.3% | 83 |
|
|
2021
Q2 | $651K | Buy |
2,986
+560
| +23% | +$122K | 0.31% | 83 |
|
|
2021
Q1 | $546K | Buy |
2,426
+373
| +18% | +$83.9K | 0.27% | 90 |
|
|
2020
Q4 | $371K | Buy |
+2,053
| New | +$371K | 0.26% | 88 |
|