Capstone Investment Advisors’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-216,933
| Closed | -$5.17M | – | 1074 |
|
|
2022
Q2 | $5.17M | Sell |
216,933
-79,747
| -27% | -$1.9M | 0.03% | 181 |
|
|
2022
Q1 | $7.05M | Sell |
296,680
-632,494
| -68% | -$15M | 0.02% | 162 |
|
|
2021
Q4 | $22.1M | Buy |
929,174
+157,547
| +20% | +$3.74M | 0.04% | 84 |
|
|
2021
Q3 | $17.9M | Buy |
771,627
+724,081
| +1,523% | +$16.8M | 0.04% | 87 |
|
|
2021
Q2 | $1.1M | Buy |
+47,546
| New | +$1.1M | ﹤0.01% | 318 |
|
|
2017
Q1 | – | Sell |
-33,069
| Closed | -$639K | – | 957 |
|
|
2016
Q4 | $639K | Buy |
33,069
+13,477
| +69% | +$260K | 0.02% | 401 |
|
|
2016
Q3 | $317K | Buy |
+19,592
| New | +$317K | 0.01% | 476 |
|