Zacks Investment Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,040
| Closed | -$2.35M | – | 585 |
|
|
2020
Q4 | $2.35M | Buy |
13,040
+355
| +3% | +$64.1K | 0.04% | 231 |
|
|
2020
Q3 | $2.33M | Buy |
+12,685
| New | +$2.33M | 0.05% | 205 |
|
|
2016
Q4 | – | Sell |
-66,503
| Closed | -$10.8M | – | 743 |
|
|
2016
Q3 | $10.8M | Buy |
+66,503
| New | +$10.8M | 0.31% | 88 |
|
|
2015
Q2 | – | Sell |
-3,609
| Closed | -$729K | – | 739 |
|
|
2015
Q1 | $729K | Buy |
3,609
+2,000
| +124% | +$404K | 0.02% | 358 |
|
|
2014
Q4 | $312K | Sell |
1,609
-289
| -15% | -$56K | 0.01% | 504 |
|
|
2014
Q3 | $276K | Sell |
1,898
-13,432
| -88% | -$1.95M | 0.01% | 546 |
|
|
2014
Q2 | $2.13M | Sell |
15,330
-106
| -0.7% | -$14.8K | 0.08% | 170 |
|
|
2014
Q1 | $2.31M | Buy |
15,436
+11,438
| +286% | +$1.71M | 0.09% | 168 |
|
|
2013
Q4 | $627K | Sell |
3,998
-643
| -14% | -$101K | 0.02% | 324 |
|
|
2013
Q3 | $680K | Sell |
4,641
-2,098
| -31% | -$307K | 0.03% | 276 |
|
|
2013
Q2 | $771K | Buy |
+6,739
| New | +$771K | 0.04% | 249 |
|