Carson Wealth (CWM LLC)’s Welbilt, Inc. WBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,232
| Closed | -$29K | – | 4315 |
|
|
2022
Q2 | $29K | Buy |
1,232
+103
| +9% | +$2.43K | ﹤0.01% | 1914 |
|
|
2022
Q1 | $27K | Buy |
1,129
+33
| +3% | +$789 | ﹤0.01% | 1902 |
|
|
2021
Q4 | $26K | Buy |
+1,096
| New | +$26K | ﹤0.01% | 1860 |
|
|
2021
Q2 | $31K | Hold |
1,342
| – | – | ﹤0.01% | 1608 |
|
|
2021
Q1 | $31K | Hold |
1,342
| – | – | ﹤0.01% | 1608 |
|
|
2020
Q4 | $31K | Hold |
1,342
| – | – | ﹤0.01% | 1608 |
|
|
2020
Q3 | $31K | Hold |
1,342
| – | – | ﹤0.01% | 1608 |
|
|
2020
Q2 | $31K | Hold |
1,342
| – | – | ﹤0.01% | 1608 |
|
|
2020
Q1 | $31K | Hold |
1,342
| – | – | ﹤0.01% | 1608 |
|
|
2019
Q4 | $31K | Hold |
1,342
| – | – | ﹤0.01% | 1608 |
|
|
2019
Q3 | $31K | Hold |
1,342
| – | – | ﹤0.01% | 1608 |
|
|
2019
Q2 | $31K | Hold |
1,342
| – | – | ﹤0.01% | 1608 |
|
|
2019
Q1 | $31K | Sell |
1,342
-1,749
| -57% | -$40.4K | ﹤0.01% | 1608 |
|
|
2018
Q4 | $34K | Hold |
3,091
| – | – | ﹤0.01% | 980 |
|
|
2018
Q3 | $65K | Sell |
3,091
-92
| -3% | -$1.94K | ﹤0.01% | 695 |
|
|
2018
Q2 | $71K | Buy |
3,183
+92
| +3% | +$2.05K | ﹤0.01% | 574 |
|
|
2018
Q1 | $60K | Hold |
3,091
| – | – | ﹤0.01% | 524 |
|
|
2017
Q4 | $73K | Hold |
3,091
| – | – | ﹤0.01% | 466 |
|
|
2017
Q3 | $71K | Hold |
3,091
| – | – | ﹤0.01% | 461 |
|
|
2017
Q2 | $58K | Hold |
3,091
| – | – | ﹤0.01% | 458 |
|
|
2017
Q1 | $61K | Hold |
3,091
| – | – | ﹤0.01% | 424 |
|
|
2016
Q4 | $60K | Hold |
3,091
| – | – | ﹤0.01% | 421 |
|
|
2016
Q3 | $50K | Buy |
+3,091
| New | +$50K | ﹤0.01% | 420 |
|