WR Wealth Planners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.2K | Hold |
159
| – | – | 0.01% | 484 |
|
|
2024
Q3 | $17K | Buy |
159
+9
| +6% | +$963 | ﹤0.01% | 531 |
|
|
2024
Q2 | $15.3K | Hold |
150
| – | – | ﹤0.01% | 498 |
|
|
2024
Q1 | $17.9K | Buy |
+150
| New | +$17.9K | 0.01% | 475 |
|
|
2023
Q4 | – | Sell |
-150
| Closed | -$20.1K | – | 861 |
|
|
2023
Q3 | $20.1K | Hold |
150
| – | – | 0.01% | 423 |
|
|
2023
Q2 | $22.3K | Hold |
150
| – | – | 0.01% | 417 |
|
|
2023
Q1 | $19.8K | Buy |
+150
| New | +$19.8K | 0.01% | 433 |
|