CHA
WBT
Cooper/Haims Advisors’s Welbilt, Inc. WBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-341,297
| Closed | -$8.13M | – | 78 |
|
|
2022
Q2 | $8.13M | Hold |
341,297
| – | – | 5.33% | 7 |
|
|
2022
Q1 | $8.11M | Buy |
341,297
+739
| +0.2% | +$17.6K | 5.28% | 7 |
|
|
2021
Q4 | $8.1M | Buy |
340,558
+273,659
| +409% | +$6.5M | 4.98% | 7 |
|
|
2021
Q3 | $1.56M | Hold |
66,899
| – | – | 0.94% | 20 |
|
|
2021
Q2 | $1.55M | Sell |
66,899
-2,300
| -3% | -$53.3K | 1.02% | 19 |
|
|
2021
Q1 | $1.12M | Hold |
69,199
| – | – | 0.8% | 19 |
|
|
2020
Q4 | $913K | Hold |
69,199
| – | – | 0.7% | 18 |
|
|
2020
Q3 | $426K | Hold |
69,199
| – | – | 0.35% | 28 |
|
|
2020
Q2 | $421K | Buy |
69,199
+8,000
| +13% | +$48.7K | 0.34% | 28 |
|
|
2020
Q1 | $314K | Buy |
61,199
+10,091
| +20% | +$51.8K | 0.27% | 32 |
|
|
2019
Q4 | $798K | Hold |
51,108
| – | – | 0.44% | 17 |
|
|
2019
Q3 | $862K | Buy |
51,108
+13,496
| +36% | +$228K | 0.53% | 14 |
|
|
2019
Q2 | $628K | Hold |
37,612
| – | – | 0.39% | 19 |
|
|
2019
Q1 | $616K | Sell |
37,612
-50
| -0.1% | -$819 | 0.39% | 19 |
|
|
2018
Q4 | $418K | Buy |
+37,662
| New | +$418K | 0.29% | 23 |
|