CCM Investment Advisers’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-22,000
| Closed | -$427K | – | 90 |
|
|
2018
Q1 | $427K | Hold |
22,000
| – | – | 0.08% | 65 |
|
|
2017
Q4 | $517K | Buy |
22,000
+5,000
| +29% | +$118K | 0.1% | 68 |
|
|
2017
Q3 | $391K | Sell |
17,000
-3,000
| -15% | -$69K | 0.08% | 72 |
|
|
2017
Q2 | $377K | Hold |
20,000
| – | – | 0.07% | 72 |
|
|
2017
Q1 | $392K | Sell |
20,000
-2,000
| -9% | -$39.2K | 0.08% | 79 |
|
|
2016
Q4 | $425K | Hold |
22,000
| – | – | 0.09% | 76 |
|
|
2016
Q3 | $356K | Sell |
22,000
-5,000
| -19% | -$80.9K | 0.08% | 84 |
|
|
2016
Q2 | $475K | Sell |
27,000
-40,000
| -60% | -$704K | 0.04% | 96 |
|
|
2016
Q1 | $987K | Buy |
+67,000
| New | +$987K | 0.09% | 66 |
|