Creative Planning’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,271
| Closed | -$99K | – | 3906 |
|
|
2017
Q2 | $99K | Buy |
5,271
+670
| +15% | +$12.6K | ﹤0.01% | 1991 |
|
|
2017
Q1 | $90K | Sell |
4,601
-195
| -4% | -$3.81K | ﹤0.01% | 2013 |
|
|
2016
Q4 | $93K | Buy |
4,796
+27
| +0.6% | +$524 | ﹤0.01% | 1909 |
|
|
2016
Q3 | $77K | Sell |
4,769
-666
| -12% | -$10.8K | ﹤0.01% | 2027 |
|
|
2016
Q2 | $96K | Sell |
5,435
-734
| -12% | -$13K | ﹤0.01% | 1703 |
|
|
2016
Q1 | $91K | Buy |
+6,169
| New | +$91K | ﹤0.01% | 1688 |
|