Caption Management’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1130 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1095 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1055 |
|
|
2021
Q2 | – | Sell |
-176,150
| Closed | -$2.86M | – | 935 |
|
|
2021
Q1 | $2.86M | Sell |
176,150
-47,697
| -21% | -$775K | 0.06% | 73 |
|
|
2020
Q4 | $2.96M | Buy |
223,847
+28,847
| +15% | +$381K | 0.07% | 52 |
|
|
2020
Q3 | $1.2M | Buy |
195,000
+37,582
| +24% | +$232K | 0.03% | 112 |
|
|
2020
Q2 | $958K | Buy |
+157,418
| New | +$958K | 0.03% | 111 |
|
|
2019
Q4 | – | Sell |
-10,000
| Closed | -$169K | – | 583 |
|
|
2019
Q3 | $169K | Buy |
+10,000
| New | +$169K | 0.01% | 202 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 500 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 435 |
|