Capital Advisory Group Advisory Services’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 |
-200
| Closed | -$5K | – | 519 |
|
|
2022
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 442 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$5K | – | 554 |
|
|
2021
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 465 |
|
|
2021
Q2 | $5K | Sell |
200
-132
| -40% | -$3.3K | ﹤0.01% | 469 |
|
|
2021
Q1 | $5K | Hold |
332
| – | – | ﹤0.01% | 455 |
|
|
2020
Q4 | $4K | Buy |
332
+132
| +66% | +$1.59K | ﹤0.01% | 463 |
|
|
2020
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 488 |
|
|
2020
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 458 |
|
|
2020
Q1 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 428 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$3K | – | 451 |
|
|
2019
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 376 |
|
|
2019
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 365 |
|
|
2019
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 363 |
|
|
2018
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 365 |
|
|
2018
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 309 |
|
|
2018
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 293 |
|
|
2018
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 290 |
|