Annex Advisory Services’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,731
| Closed | -$375K | – | 269 |
|
|
2022
Q2 | $375K | Hold |
15,731
| – | – | 0.03% | 164 |
|
|
2022
Q1 | $374K | Hold |
15,731
| – | – | 0.03% | 174 |
|
|
2021
Q4 | $374K | Buy |
15,731
+322
| +2% | +$7.66K | 0.03% | 174 |
|
|
2021
Q3 | $358K | Sell |
15,409
-322
| -2% | -$7.48K | 0.03% | 158 |
|
|
2021
Q2 | $364K | Hold |
15,731
| – | – | 0.03% | 165 |
|
|
2021
Q1 | $255K | Hold |
15,731
| – | – | 0.02% | 171 |
|
|
2020
Q4 | $208K | Hold |
15,731
| – | – | 0.02% | 184 |
|
|
2020
Q3 | $97K | Hold |
15,731
| – | – | 0.01% | 135 |
|
|
2020
Q2 | $96K | Hold |
15,731
| – | – | 0.01% | 122 |
|
|
2020
Q1 | $81K | Buy |
15,731
+1,220
| +8% | +$6.28K | 0.01% | 122 |
|
|
2019
Q4 | $226K | Hold |
14,511
| – | – | 0.03% | 120 |
|
|
2019
Q3 | $244K | Buy |
+14,511
| New | +$244K | 0.03% | 112 |
|
|
2018
Q4 | – | Sell |
-17,335
| Closed | -$362K | – | 143 |
|
|
2018
Q3 | $362K | Hold |
17,335
| – | – | 0.06% | 96 |
|
|
2018
Q2 | $387K | Hold |
17,335
| – | – | 0.07% | 87 |
|
|
2018
Q1 | $337K | Hold |
17,335
| – | – | 0.06% | 96 |
|
|
2017
Q4 | $408K | Hold |
17,335
| – | – | 0.08% | 78 |
|
|
2017
Q3 | $400K | Hold |
17,335
| – | – | 0.08% | 84 |
|
|
2017
Q2 | $327K | Buy |
17,335
+3,158
| +22% | +$59.6K | 0.07% | 93 |
|
|
2017
Q1 | $278K | Buy |
+14,177
| New | +$278K | 0.07% | 98 |
|