Winslow Evans & Crocker’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 |
-18
| Closed | -$2K | – | 1173 |
|
|
2020
Q2 | $2K | Sell |
18
-260
| -94% | -$29.8K | ﹤0.01% | 1060 |
|
|
2020
Q1 | $26K | Sell |
278
-170
| -38% | -$22.3K | 0.01% | 539 |
|
|
2019
Q4 | $68K | Sell |
448
-56
| -11% | -$8.46K | 0.02% | 455 |
|
|
2019
Q3 | $82K | Hold |
504
| – | – | 0.02% | 431 |
|
|
2019
Q2 | $74K | Sell |
504
-14
| -3% | -$1.88K | 0.02% | 451 |
|
|
2019
Q1 | $72K | Sell |
518
-24
| -4% | -$3.17K | 0.02% | 432 |
|
|
2018
Q4 | $58K | Hold |
542
| – | – | 0.02% | 441 |
|
|
2018
Q3 | $68K | Hold |
542
| – | – | 0.02% | 437 |
|
|
2018
Q2 | $82K | Buy |
542
+170
| +46% | +$25.8K | 0.03% | 409 |
|
|
2018
Q1 | $56.8K | Hold |
372
| – | – | 0.02% | 459 |
|
|
2017
Q4 | $62.6K | Sell |
372
-36
| -9% | -$6.1K | 0.02% | 452 |
|
|
2017
Q3 | $75.3K | Sell |
408
-315
| -44% | -$56.3K | 0.02% | 404 |
|
|
2017
Q2 | $139K | Sell |
723
-1
| -0.1% | -$183 | 0.04% | 373 |
|
|
2017
Q1 | $124K | Hold |
724
| – | – | 0.04% | 380 |
|
|
2016
Q4 | $131K | Buy |
724
+20
| +3% | +$3.31K | 0.04% | 355 |
|
|
2016
Q3 | $114K | Hold |
704
| – | – | 0.03% | 383 |
|
|
2016
Q2 | $117K | Buy |
704
+76
| +12% | +$13.4K | 0.04% | 353 |
|
|
2016
Q1 | $113K | Hold |
628
| – | – | 0.03% | 344 |
|
|
2015
Q4 | $92.2K | Buy |
628
+50
| +9% | +$7.76K | 0.03% | 413 |
|
|
2015
Q3 | $85.1K | Hold |
578
| – | – | 0.03% | 409 |
|
|
2015
Q2 | $100K | Buy |
578
+354
| +158% | +$66.5K | 0.03% | 423 |
|
|
2015
Q1 | $45.1K | Hold |
224
| – | – | 0.01% | 565 |
|
|
2014
Q4 | $43.2K | Sell |
224
-200
| -47% | -$34.3K | 0.01% | 570 |
|
|
2014
Q3 | $61.6K | Buy |
424
+111
| +35% | +$16.4K | 0.02% | 515 |
|
|
2014
Q2 | $43.6K | Buy |
313
+95
| +44% | +$13.9K | 0.01% | 518 |
|
|
2014
Q1 | $32.6K | Hold |
218
| – | – | 0.01% | 571 |
|
|
2013
Q4 | $34K | Buy |
+218
| New | +$32K | 0.01% | 581 |
|
Other funds holding WHR
GA
LAM
N
