Wealthspire Advisors (Maryland)’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,081
| Closed | -$270K | – | 550 |
|
|
2020
Q2 | $270K | Sell |
2,081
-299
| -13% | -$38.8K | 0.02% | 357 |
|
|
2020
Q1 | $204K | Sell |
2,380
-60
| -2% | -$5.14K | 0.02% | 388 |
|
|
2019
Q4 | $360K | Buy |
2,440
+461
| +23% | +$68K | 0.02% | 334 |
|
|
2019
Q3 | $313K | Buy |
+1,979
| New | +$313K | 0.02% | 339 |
|
|
2019
Q2 | – | Sell |
-375
| Closed | -$50K | – | 2080 |
|
|
2019
Q1 | $50K | Sell |
375
-25
| -6% | -$3.33K | ﹤0.01% | 899 |
|
|
2018
Q4 | $43K | Sell |
400
-158
| -28% | -$17K | ﹤0.01% | 929 |
|
|
2018
Q3 | $66K | Sell |
558
-65
| -10% | -$7.69K | 0.01% | 865 |
|
|
2018
Q2 | $91K | Sell |
623
-99
| -14% | -$14.5K | 0.01% | 742 |
|
|
2018
Q1 | $111K | Sell |
722
-312
| -30% | -$48K | 0.01% | 677 |
|
|
2017
Q4 | $174K | Buy |
1,034
+74
| +8% | +$12.5K | 0.02% | 536 |
|
|
2017
Q3 | $177K | Sell |
960
-1,508
| -61% | -$278K | 0.02% | 512 |
|
|
2017
Q2 | $473K | Buy |
2,468
+983
| +66% | +$188K | 0.06% | 239 |
|
|
2017
Q1 | $254K | Sell |
1,485
-392
| -21% | -$67K | 0.04% | 325 |
|
|
2016
Q4 | $341K | Buy |
1,877
+23
| +1% | +$4.18K | 0.05% | 248 |
|
|
2016
Q3 | $301K | Sell |
1,854
-92
| -5% | -$14.9K | 0.05% | 276 |
|
|
2016
Q2 | $324K | Sell |
1,946
-28
| -1% | -$4.66K | 0.05% | 237 |
|
|
2016
Q1 | $356K | Buy |
1,974
+224
| +13% | +$40.4K | 0.06% | 213 |
|
|
2015
Q4 | $257K | Buy |
+1,750
| New | +$257K | 0.05% | 291 |
|