Bartlett & Co’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 | -$3K | – | 1203 |
|
|
2020
Q4 | $3K | Hold |
230
| – | – | ﹤0.01% | 882 |
|
|
2020
Q3 | $1K | Hold |
230
| – | – | ﹤0.01% | 819 |
|
|
2020
Q2 | $1K | Hold |
230
| – | – | ﹤0.01% | 824 |
|
|
2020
Q1 | $1K | Buy |
+230
| New | +$1K | ﹤0.01% | 818 |
|
|
2019
Q3 | $4K | Buy |
+230
| New | +$4K | ﹤0.01% | 798 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$33K | – | 810 |
|
|
2019
Q1 | $33K | Hold |
2,000
| – | – | ﹤0.01% | 473 |
|
|
2018
Q4 | $22K | Hold |
2,000
| – | – | ﹤0.01% | 514 |
|
|
2018
Q3 | $42K | Hold |
2,000
| – | – | ﹤0.01% | 458 |
|
|
2018
Q2 | $45K | Hold |
2,000
| – | – | ﹤0.01% | 440 |
|
|
2018
Q1 | $39K | Hold |
2,000
| – | – | ﹤0.01% | 448 |
|
|
2017
Q4 | $47K | Hold |
2,000
| – | – | ﹤0.01% | 440 |
|
|
2017
Q3 | $46K | Hold |
2,000
| – | – | ﹤0.01% | 442 |
|
|
2017
Q2 | $38K | Hold |
2,000
| – | – | ﹤0.01% | 453 |
|
|
2017
Q1 | $39K | Hold |
2,000
| – | – | ﹤0.01% | 452 |
|
|
2016
Q4 | $39K | Hold |
2,000
| – | – | ﹤0.01% | 462 |
|
|
2016
Q3 | $32K | Hold |
2,000
| – | – | ﹤0.01% | 487 |
|
|
2016
Q2 | $35K | Hold |
2,000
| – | – | ﹤0.01% | 479 |
|
|
2016
Q1 | $29K | Buy |
+2,000
| New | +$29K | ﹤0.01% | 490 |
|