Cambridge Investment Research Advisors’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-27,194
| Closed | -$454K | – | 2432 |
|
|
2019
Q2 | $454K | Buy |
27,194
+6,303
| +30% | +$105K | ﹤0.01% | 1491 |
|
|
2019
Q1 | $342K | Buy |
20,891
+1,211
| +6% | +$19.8K | ﹤0.01% | 1731 |
|
|
2018
Q4 | $219K | Sell |
19,680
-1,073
| -5% | -$11.9K | ﹤0.01% | 1863 |
|
|
2018
Q3 | $433K | Buy |
20,753
+2,005
| +11% | +$41.8K | ﹤0.01% | 1536 |
|
|
2018
Q2 | $418K | Sell |
18,748
-305
| -2% | -$6.8K | ﹤0.01% | 1503 |
|
|
2018
Q1 | $371K | Buy |
19,053
+922
| +5% | +$18K | ﹤0.01% | 1519 |
|
|
2017
Q4 | $426K | Buy |
18,131
+1,499
| +9% | +$35.2K | 0.01% | 1419 |
|
|
2017
Q3 | $383K | Buy |
16,632
+375
| +2% | +$8.64K | 0.01% | 1398 |
|
|
2017
Q2 | $306K | Sell |
16,257
-807
| -5% | -$15.2K | ﹤0.01% | 1496 |
|
|
2017
Q1 | $335K | Sell |
17,064
-2,850
| -14% | -$56K | 0.01% | 1306 |
|
|
2016
Q4 | $385K | Sell |
19,914
-5,678
| -22% | -$110K | 0.01% | 1135 |
|
|
2016
Q3 | $415K | Buy |
25,592
+1,553
| +6% | +$25.2K | 0.01% | 1134 |
|
|
2016
Q2 | $424K | Buy |
24,039
+1,400
| +6% | +$24.7K | 0.01% | 1010 |
|
|
2016
Q1 | $334K | Buy |
+22,639
| New | +$334K | 0.01% | 1114 |
|