Certified Advisory Corp’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-850
| Closed | -$14K | – | 852 |
|
|
2019
Q1 | $14K | Hold |
850
| – | – | 0.01% | 509 |
|
|
2018
Q4 | $9K | Sell |
850
-400
| -32% | -$4.24K | ﹤0.01% | 561 |
|
|
2018
Q3 | $26K | Hold |
1,250
| – | – | 0.01% | 402 |
|
|
2018
Q2 | $28K | Hold |
1,250
| – | – | 0.02% | 368 |
|
|
2018
Q1 | $24K | Buy |
+1,250
| New | +$24K | 0.01% | 377 |
|