Wealthfront’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-1,204
| Closed | -$222K | – | 523 |
|
2017
Q3 | $222K | Sell |
1,204
-444
| -27% | -$81.9K | ﹤0.01% | 476 |
|
2017
Q2 | $316K | Buy |
1,648
+395
| +32% | +$75.7K | ﹤0.01% | 370 |
|
2017
Q1 | $215K | Buy |
1,253
+65
| +5% | +$11.2K | ﹤0.01% | 408 |
|
2016
Q4 | $216K | Buy |
+1,188
| New | +$216K | ﹤0.01% | 363 |
|
2015
Q4 | – | Sell |
-710
| Closed | -$105K | – | 1072 |
|
2015
Q3 | $105K | Sell |
710
-6
| -0.8% | -$887 | ﹤0.01% | 400 |
|
2015
Q2 | $124K | Buy |
716
+158
| +28% | +$27.4K | 0.01% | 364 |
|
2015
Q1 | $113K | Buy |
558
+36
| +7% | +$7.29K | 0.01% | 362 |
|
2014
Q4 | $101K | Buy |
522
+126
| +32% | +$24.4K | 0.01% | 354 |
|
2014
Q3 | $58K | Buy |
396
+205
| +107% | +$30K | ﹤0.01% | 384 |
|
2014
Q2 | $27K | Sell |
191
-129
| -40% | -$18.2K | ﹤0.01% | 468 |
|
2014
Q1 | $49K | Buy |
+320
| New | +$49K | 0.01% | 274 |
|