Arax Advisory Partners’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 |
-322
| Closed | -$8K | – | 1294 |
|
|
2022
Q2 | $8K | Hold |
322
| – | – | ﹤0.01% | 695 |
|
|
2022
Q1 | $8K | Buy |
322
+300
| +1,364% | +$7.45K | ﹤0.01% | 696 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1130 |
|
|
2021
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 979 |
|
|
2020
Q2 | – | Sell |
-198
| Closed | -$1K | – | 722 |
|
|
2020
Q1 | $1K | Hold |
198
| – | – | ﹤0.01% | 670 |
|
|
2019
Q4 | $3K | Hold |
198
| – | – | ﹤0.01% | 545 |
|
|
2019
Q3 | $3K | Hold |
198
| – | – | ﹤0.01% | 548 |
|
|
2019
Q2 | $3K | Buy |
+198
| New | +$3K | ﹤0.01% | 547 |
|
|
2018
Q4 | $2K | Hold |
198
| – | – | ﹤0.01% | 536 |
|
|
2018
Q3 | $4K | Buy |
+198
| New | +$4K | ﹤0.01% | 546 |
|