Concourse Financial Group Securities’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 |
-1,455
| Closed | -$35K | – | 11348 |
|
|
2022
Q2 | $35K | Hold |
1,455
| – | – | ﹤0.01% | 1233 |
|
|
2022
Q1 | $35K | Sell |
1,455
-356
| -20% | -$8.56K | ﹤0.01% | 1272 |
|
|
2021
Q4 | $43K | Hold |
1,811
| – | – | ﹤0.01% | 1347 |
|
|
2021
Q3 | $42K | Sell |
1,811
-195
| -10% | -$4.52K | ﹤0.01% | 1387 |
|
|
2021
Q2 | $46K | Buy |
2,006
+158
| +9% | +$3.62K | ﹤0.01% | 1348 |
|
|
2021
Q1 | $30K | Hold |
1,848
| – | – | ﹤0.01% | 1432 |
|
|
2020
Q4 | $24K | Buy |
1,848
+120
| +7% | +$1.56K | ﹤0.01% | 1400 |
|
|
2020
Q3 | $11K | Buy |
1,728
+169
| +11% | +$1.08K | ﹤0.01% | 1555 |
|
|
2020
Q2 | $9K | Sell |
1,559
-36
| -2% | -$208 | ﹤0.01% | 1534 |
|
|
2020
Q1 | $8K | Buy |
1,595
+336
| +27% | +$1.69K | ﹤0.01% | 1533 |
|
|
2019
Q4 | $20K | Buy |
1,259
+1,055
| +517% | +$16.8K | ﹤0.01% | 1254 |
|
|
2019
Q3 | $3K | Sell |
204
-983
| -83% | -$14.5K | ﹤0.01% | 1489 |
|
|
2019
Q2 | $20K | Buy |
1,187
+132
| +13% | +$2.22K | ﹤0.01% | 1256 |
|
|
2019
Q1 | $17K | Hold |
1,055
| – | – | ﹤0.01% | 1330 |
|
|
2018
Q4 | $11K | Buy |
1,055
+100
| +10% | +$1.04K | ﹤0.01% | 1411 |
|
|
2018
Q3 | $20K | Buy |
+955
| New | +$20K | 0.01% | 863 |
|