Advisornet Financial’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,525
| Closed | -$35K | – | 2180 |
|
|
2021
Q3 | $35K | Sell |
1,525
-6,000
| -80% | -$138K | ﹤0.01% | 1098 |
|
|
2021
Q2 | $174K | Hold |
7,525
| – | – | 0.01% | 621 |
|
|
2021
Q1 | $122K | Hold |
7,525
| – | – | 0.01% | 689 |
|
|
2020
Q4 | $99K | Hold |
7,525
| – | – | 0.01% | 694 |
|
|
2020
Q3 | $46K | Sell |
7,525
-500
| -6% | -$3.06K | ﹤0.01% | 869 |
|
|
2020
Q2 | $49K | Sell |
8,025
-1,338
| -14% | -$8.17K | ﹤0.01% | 857 |
|
|
2020
Q1 | $48K | Buy |
9,363
+639
| +7% | +$3.28K | ﹤0.01% | 806 |
|
|
2019
Q4 | $136K | Sell |
8,724
-800
| -8% | -$12.5K | 0.01% | 601 |
|
|
2019
Q3 | $161K | Buy |
9,524
+800
| +9% | +$13.5K | 0.01% | 551 |
|
|
2019
Q2 | $146K | Sell |
8,724
-76
| -0.9% | -$1.27K | 0.02% | 511 |
|
|
2019
Q1 | $144K | Hold |
8,800
| – | – | 0.02% | 476 |
|
|
2018
Q4 | $98K | Sell |
8,800
-475
| -5% | -$5.29K | 0.01% | 523 |
|
|
2018
Q3 | $194K | Buy |
9,275
+525
| +6% | +$11K | 0.02% | 420 |
|
|
2018
Q2 | $195K | Sell |
8,750
-2,811
| -24% | -$62.6K | 0.03% | 406 |
|
|
2018
Q1 | $225K | Buy |
11,561
+6,000
| +108% | +$117K | 0.03% | 370 |
|
|
2017
Q4 | $131K | Buy |
+5,561
| New | +$131K | 0.02% | 424 |
|