Westbourne Investment Advisors’s Whirlpool WHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,255
Closed -$422K 52
2020
Q2
$422K Sell
3,255
-7,185
-69% -$822K 0.52% 33
2020
Q1
$896K Sell
10,440
-2,698
-21% -$354K 0.83% 34
2019
Q4
$1.94M Sell
13,138
-1,094
-8% -$165K 1.32% 23
2019
Q3
$2.25M Buy
14,232
+20
+0.1% +$2.87K 1.68% 16
2019
Q2
$2.02M Sell
14,212
-1,087
-7% -$146K 1.64% 17
2019
Q1
$2.03M Buy
15,299
+940
+7% +$124K 1.56% 19
2018
Q4
$1.53M Sell
14,359
-792
-5% -$89.8K 1.32% 24
2018
Q3
$1.8M Buy
15,151
+2,611
+21% +$346K 1.31% 20
2018
Q2
$1.83M Buy
12,540
+525
+4% +$79.8K 1.58% 19
2018
Q1
$1.84M Buy
12,015
+390
+3% +$65.1K 1.47% 19
2017
Q4
$1.96M Buy
11,625
+476
+4% +$80.6K 1.49% 18
2017
Q3
$2.06M Buy
11,149
+2,836
+34% +$507K 1.6% 16
2017
Q2
$1.59M Buy
8,313
+1,216
+17% +$222K 1.3% 24
2017
Q1
$1.22M Buy
7,097
+2,833
+66% +$503K 1% 34
2016
Q4
$775K Buy
4,264
+735
+21% +$122K 0.68% 50
2016
Q3
$572K Sell
3,529
-65
-2% -$11.5K 0.51% 61
2016
Q2
$599K Buy
3,594
+340
+10% +$60K 0.54% 54
2016
Q1
$587K Sell
3,254
-645
-17% -$96.1K 0.56% 55
2015
Q4
$573K Buy
+3,899
New +$605K 0.55% 55

Other funds holding WHR