Wunderlich Capital Managemnt’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,278
| Closed | -$1.59M | – | 99 |
|
|
2017
Q2 | $1.59M | Sell |
8,278
-149
| -2% | -$28.5K | 1.19% | 35 |
|
|
2017
Q1 | $1.44M | Buy |
8,427
+118
| +1% | +$20.2K | 1.13% | 46 |
|
|
2016
Q4 | $1.51M | Sell |
8,309
-76
| -0.9% | -$13.8K | 1.23% | 34 |
|
|
2016
Q3 | $1.36M | Buy |
8,385
+200
| +2% | +$32.4K | 1.08% | 52 |
|
|
2016
Q2 | $1.36M | Buy |
8,185
+104
| +1% | +$17.3K | 1.15% | 43 |
|
|
2016
Q1 | $1.46M | Buy |
8,081
+268
| +3% | +$48.3K | 1.25% | 28 |
|
|
2015
Q4 | $1.15M | Buy |
+7,813
| New | +$1.15M | 0.99% | 60 |
|