YorkBridge Wealth Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-52
| Closed | -$7K | – | 649 |
|
|
2019
Q2 | $7K | Hold |
52
| – | – | ﹤0.01% | 631 |
|
|
2019
Q1 | $7K | Hold |
52
| – | – | ﹤0.01% | 633 |
|
|
2018
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 623 |
|
|
2018
Q3 | $6K | Sell |
52
-29
| -36% | -$3.35K | ﹤0.01% | 645 |
|
|
2018
Q2 | $12K | Hold |
81
| – | – | 0.01% | 603 |
|
|
2018
Q1 | $12K | Sell |
81
-30
| -27% | -$4.44K | 0.01% | 601 |
|
|
2017
Q4 | $19K | Hold |
111
| – | – | 0.01% | 536 |
|
|
2017
Q3 | $20K | Hold |
111
| – | – | 0.01% | 524 |
|
|
2017
Q2 | $21K | Hold |
111
| – | – | 0.01% | 503 |
|
|
2017
Q1 | $21K | Hold |
111
| – | – | 0.01% | 502 |
|
|
2016
Q4 | $18K | Buy |
+111
| New | +$18K | 0.01% | 487 |
|