Zhang Financial’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,046
| Closed | -$274K | – | 261 |
|
|
2023
Q3 | $274K | Buy |
2,046
+46
| +2% | +$6.15K | 0.03% | 206 |
|
|
2023
Q2 | $298K | Hold |
2,000
| – | – | 0.03% | 196 |
|
|
2023
Q1 | $264K | Hold |
2,000
| – | – | 0.03% | 201 |
|
|
2022
Q4 | $283K | Sell |
2,000
-2
| -0.1% | -$283 | 0.04% | 190 |
|
|
2022
Q3 | $270K | Sell |
2,002
-7
| -0.3% | -$944 | 0.04% | 183 |
|
|
2022
Q2 | $311K | Sell |
2,009
-1,995
| -50% | -$309K | 0.05% | 178 |
|
|
2022
Q1 | $816K | Buy |
4,004
+2,002
| +100% | +$408K | 0.14% | 95 |
|
|
2021
Q4 | $470K | Buy |
+2,002
| New | +$470K | 0.08% | 128 |
|