Capstone Financial 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
Q2 | – | Sell |
-15,170
| Closed | -$247K | – | 151 |
|
|
2021
Q1 | $247K | Buy |
15,170
+153
| +1% | +$2.49K | 0.02% | 97 |
|
|
2020
Q4 | $198K | Hold |
15,017
| – | – | 0.02% | 106 |
|
|
2020
Q3 | $93K | Hold |
15,017
| – | – | 0.01% | 104 |
|
|
2020
Q2 | $91K | Hold |
15,017
| – | – | 0.01% | 95 |
|
|
2020
Q1 | $77K | Buy |
15,017
+2,814
| +23% | +$14.4K | 0.01% | 83 |
|
|
2019
Q4 | $190K | Hold |
12,203
| – | – | 0.03% | 90 |
|
|
2019
Q3 | $206K | Hold |
12,203
| – | – | 0.03% | 84 |
|
|
2019
Q2 | $204K | Sell |
12,203
-3,390
| -22% | -$56.7K | 0.03% | 80 |
|
|
2019
Q1 | $255K | Buy |
+15,593
| New | +$255K | 0.04% | 67 |
|