WFG Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $22K | Buy |
113
+13
| +13% | +$2.53K | 0.01% | 934 |
|
|
2017
Q1 | $17K | Sell |
100
-62
| -38% | -$10.5K | ﹤0.01% | 933 |
|
|
2016
Q4 | $29K | Hold |
162
| – | – | 0.01% | 852 |
|
|
2016
Q3 | $26K | Sell |
162
-599
| -79% | -$96.1K | 0.01% | 885 |
|
|
2016
Q2 | $127K | Hold |
761
| – | – | 0.03% | 445 |
|
|
2016
Q1 | $137K | Buy |
761
+100
| +15% | +$18K | 0.04% | 414 |
|
|
2015
Q4 | $97K | Buy |
661
+101
| +18% | +$14.8K | 0.03% | 478 |
|
|
2015
Q3 | $83K | Buy |
560
+213
| +61% | +$31.6K | 0.03% | 497 |
|
|
2015
Q2 | $60K | Sell |
347
-3
| -0.9% | -$519 | 0.02% | 673 |
|
|
2015
Q1 | $71K | Sell |
350
-724
| -67% | -$147K | 0.02% | 637 |
|
|
2014
Q4 | $208K | Buy |
1,074
+26
| +2% | +$5.04K | 0.04% | 417 |
|
|
2014
Q3 | $153K | Buy |
1,048
+13
| +1% | +$1.9K | 0.03% | 519 |
|
|
2014
Q2 | $144K | Buy |
1,035
+315
| +44% | +$43.8K | 0.03% | 537 |
|
|
2014
Q1 | $108K | Buy |
720
+200
| +38% | +$30K | 0.02% | 619 |
|
|
2013
Q4 | $82K | Buy |
520
+20
| +4% | +$3.15K | 0.01% | 815 |
|
|
2013
Q3 | $73K | Hold |
500
| – | – | 0.01% | 799 |
|
|
2013
Q2 | $57K | Buy |
+500
| New | +$57K | 0.01% | 838 |
|