Berman Capital Advisors’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Buy |
107
+85
| +386% | +$1.59K | ﹤0.01% | 1772 |
|
|
2021
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 2108 |
|
|
2021
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 1976 |
|
|
2020
Q4 | $0 | Buy |
+22
| New | – | ﹤0.01% | 1899 |
|
|
2020
Q1 | – | Sell |
-421
| Closed | -$6K | – | 1749 |
|
|
2019
Q4 | $6K | Hold |
421
| – | – | ﹤0.01% | 948 |
|
|
2019
Q3 | $7K | Hold |
421
| – | – | ﹤0.01% | 867 |
|
|
2019
Q2 | $7K | Hold |
421
| – | – | ﹤0.01% | 881 |
|
|
2019
Q1 | $6K | Buy |
421
+412
| +4,578% | +$5.87K | ﹤0.01% | 836 |
|
|
2018
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1307 |
|