WGCA
Wolf Group Capital Advisors’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,514
| Closed | -$385K | – | 104 |
|
|
2018
Q1 | $385K | Sell |
2,514
-5,264
| -68% | -$806K | 0.25% | 80 |
|
|
2017
Q4 | $1.31M | Sell |
7,778
-1,085
| -12% | -$183K | 0.82% | 52 |
|
|
2017
Q3 | $1.57M | Sell |
8,863
-2,261
| -20% | -$400K | 1.09% | 35 |
|
|
2017
Q2 | $2.13M | Sell |
11,124
-1,445
| -11% | -$277K | 1.64% | 23 |
|
|
2017
Q1 | $2.15M | Buy |
12,569
+46
| +0.4% | +$7.88K | 1.41% | 28 |
|
|
2016
Q4 | $2.28M | Buy |
12,523
+1,937
| +18% | +$352K | 1.53% | 25 |
|
|
2016
Q3 | $1.72M | Buy |
10,586
+7,930
| +299% | +$1.29M | 1.2% | 36 |
|
|
2016
Q2 | $443K | Buy |
+2,656
| New | +$443K | 0.33% | 72 |
|