Back to WHR-PA
True Wealth Design, LLC → WHR-PA
True Wealth Design, LLC WHR-PA Position History
Whirlpool Corp
Quarters held
4
Latest value
$6K
Q3 2026
Peak value
$22K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $79 |
| Q1 2026 | $8K |
| Q2 2026 | $22K |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 182 | — | — |
| Q2 2026 | $22K | 563 | — | — |
| Q1 2026 | $8K | 143 | — | — |
| Q3 2025 | $79 | 1 | — | — |
Other funds holding WHR-PA
$550M
$488.3M
$474.2M
$432.3M
$400.2M
$399.3M
$365M
$322.6M