Curi RMB Capital’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,725
| Closed | -$66K | – | 652 |
|
|
2020
Q3 | $66K | Hold |
10,725
| – | – | ﹤0.01% | 593 |
|
|
2020
Q2 | $65K | Hold |
10,725
| – | – | ﹤0.01% | 583 |
|
|
2020
Q1 | $55K | Hold |
10,725
| – | – | ﹤0.01% | 627 |
|
|
2019
Q4 | $167K | Hold |
10,725
| – | – | ﹤0.01% | 620 |
|
|
2019
Q3 | $181K | Hold |
10,725
| – | – | ﹤0.01% | 652 |
|
|
2019
Q2 | $179K | Buy |
10,725
+190
| +2% | +$3.17K | ﹤0.01% | 679 |
|
|
2019
Q1 | $173K | Hold |
10,535
| – | – | ﹤0.01% | 717 |
|
|
2018
Q4 | $117K | Hold |
10,535
| – | – | ﹤0.01% | 834 |
|
|
2018
Q3 | $220K | Hold |
10,535
| – | – | 0.01% | 783 |
|
|
2018
Q2 | $235K | Hold |
10,535
| – | – | 0.01% | 756 |
|
|
2018
Q1 | $205K | Sell |
10,535
-7,440
| -41% | -$145K | 0.01% | 787 |
|
|
2017
Q4 | $423K | Buy |
+17,975
| New | +$423K | 0.01% | 616 |
|