WIA
Westbourne Investment Advisors’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,255
| Closed | -$422K | – | 52 |
|
|
2020
Q2 | $422K | Sell |
3,255
-7,185
| -69% | -$932K | 0.52% | 33 |
|
|
2020
Q1 | $896K | Sell |
10,440
-2,698
| -21% | -$232K | 0.83% | 34 |
|
|
2019
Q4 | $1.94M | Sell |
13,138
-1,094
| -8% | -$161K | 1.32% | 23 |
|
|
2019
Q3 | $2.25M | Buy |
14,232
+20
| +0.1% | +$3.17K | 1.68% | 16 |
|
|
2019
Q2 | $2.02M | Sell |
14,212
-1,087
| -7% | -$155K | 1.64% | 17 |
|
|
2019
Q1 | $2.03M | Buy |
15,299
+940
| +7% | +$125K | 1.56% | 19 |
|
|
2018
Q4 | $1.54M | Sell |
14,359
-792
| -5% | -$84.7K | 1.32% | 24 |
|
|
2018
Q3 | $1.8M | Buy |
15,151
+2,611
| +21% | +$310K | 1.31% | 20 |
|
|
2018
Q2 | $1.83M | Buy |
12,540
+525
| +4% | +$76.8K | 1.58% | 19 |
|
|
2018
Q1 | $1.84M | Buy |
12,015
+390
| +3% | +$59.7K | 1.47% | 19 |
|
|
2017
Q4 | $1.96M | Buy |
11,625
+476
| +4% | +$80.3K | 1.49% | 18 |
|
|
2017
Q3 | $2.06M | Buy |
11,149
+2,836
| +34% | +$523K | 1.6% | 16 |
|
|
2017
Q2 | $1.59M | Buy |
8,313
+1,216
| +17% | +$233K | 1.3% | 24 |
|
|
2017
Q1 | $1.22M | Buy |
7,097
+2,833
| +66% | +$485K | 1% | 34 |
|
|
2016
Q4 | $775K | Buy |
4,264
+735
| +21% | +$134K | 0.68% | 50 |
|
|
2016
Q3 | $572K | Sell |
3,529
-65
| -2% | -$10.5K | 0.51% | 61 |
|
|
2016
Q2 | $599K | Buy |
3,594
+340
| +10% | +$56.7K | 0.54% | 54 |
|
|
2016
Q1 | $587K | Sell |
3,254
-645
| -17% | -$116K | 0.56% | 55 |
|
|
2015
Q4 | $573K | Buy |
+3,899
| New | +$573K | 0.55% | 55 |
|