Wellington Shields Capital Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-3,937
| Closed | -$560K | – | 283 |
|
2019
Q2 | $560K | Sell |
3,937
-531
| -12% | -$75.5K | 0.09% | 169 |
|
2019
Q1 | $594K | Sell |
4,468
-792
| -15% | -$105K | 0.1% | 164 |
|
2018
Q4 | $562K | Sell |
5,260
-7,614
| -59% | -$814K | 0.11% | 165 |
|
2018
Q3 | $1.53M | Buy |
12,874
+3,924
| +44% | +$466K | 0.25% | 95 |
|
2018
Q2 | $1.31M | Buy |
+8,950
| New | +$1.31M | 0.22% | 110 |
|
2017
Q2 | – | Sell |
-1,550
| Closed | -$266K | – | 341 |
|
2017
Q1 | $266K | Buy |
+1,550
| New | +$266K | 0.04% | 274 |
|