Bartlett & Co Wealth Management’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-230
| Closed | -$3.04K | – | 1216 |
|
|
2020
Q4 | $3.04K | Hold |
230
| – | – | ﹤0.01% | 860 |
|
|
2020
Q3 | $1.42K | Hold |
230
| – | – | ﹤0.01% | 797 |
|
|
2020
Q2 | $1.4K | Hold |
230
| – | – | ﹤0.01% | 803 |
|
|
2020
Q1 | $1.18K | Hold |
230
| – | – | ﹤0.01% | 798 |
|
|
2019
Q4 | $3.59K | Hold |
230
| – | – | ﹤0.01% | 788 |
|
|
2019
Q3 | $3.88K | Buy |
+230
| New | +$3.88K | ﹤0.01% | 796 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$32.8K | – | 819 |
|
|
2019
Q1 | $32.8K | Hold |
2,000
| – | – | ﹤0.01% | 473 |
|
|
2018
Q4 | $22.2K | Hold |
2,000
| – | – | ﹤0.01% | 512 |
|
|
2018
Q3 | $41.8K | Hold |
2,000
| – | – | ﹤0.01% | 458 |
|
|
2018
Q2 | $44.6K | Hold |
2,000
| – | – | ﹤0.01% | 442 |
|
|
2018
Q1 | $38.9K | Buy |
+2,000
| New | +$38.9K | ﹤0.01% | 448 |
|