Asset Dedication LLC’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-992
| Closed | -$24K | – | 1050 |
|
|
2022
Q1 | $24K | Hold |
992
| – | – | ﹤0.01% | 529 |
|
|
2021
Q4 | $24K | Hold |
992
| – | – | ﹤0.01% | 519 |
|
|
2021
Q3 | $23K | Hold |
992
| – | – | ﹤0.01% | 533 |
|
|
2021
Q2 | $23K | Hold |
992
| – | – | ﹤0.01% | 508 |
|
|
2021
Q1 | $16K | Hold |
992
| – | – | ﹤0.01% | 455 |
|
|
2020
Q4 | $13K | Hold |
992
| – | – | ﹤0.01% | 525 |
|
|
2020
Q3 | $6K | Hold |
992
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $6K | Hold |
992
| – | – | ﹤0.01% | 523 |
|
|
2020
Q1 | $5K | Hold |
992
| – | – | ﹤0.01% | 524 |
|
|
2019
Q4 | $15K | Hold |
992
| – | – | ﹤0.01% | 426 |
|
|
2019
Q3 | $17K | Hold |
992
| – | – | 0.01% | 405 |
|
|
2019
Q2 | $17K | Hold |
992
| – | – | 0.01% | 388 |
|
|
2019
Q1 | $16K | Hold |
992
| – | – | 0.01% | 403 |
|
|
2018
Q4 | $11K | Hold |
992
| – | – | ﹤0.01% | 423 |
|
|
2018
Q3 | $21K | Buy |
+992
| New | +$21K | 0.01% | 358 |
|
|
2017
Q1 | – | Sell |
-900
| Closed | -$17K | – | 397 |
|
|
2016
Q4 | $17K | Hold |
900
| – | – | 0.01% | 265 |
|
|
2016
Q3 | $15K | Hold |
900
| – | – | 0.01% | 274 |
|
|
2016
Q2 | $16K | Buy |
+900
| New | +$16K | 0.01% | 250 |
|