Diligent Investors’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 |
-32,175
| Closed | -$766K | – | 266 |
|
2022
Q2 | $766K | Sell |
32,175
-50
| -0.2% | -$1.19K | 0.26% | 94 |
|
2022
Q1 | $765K | Sell |
32,225
-1,400
| -4% | -$33.2K | 0.22% | 109 |
|
2021
Q4 | $799K | Sell |
33,625
-3,575
| -10% | -$84.9K | 0.22% | 101 |
|
2021
Q3 | $861K | Hold |
37,200
| – | – | 0.29% | 84 |
|
2021
Q2 | $861K | Buy |
37,200
+21,200
| +133% | +$491K | 0.29% | 84 |
|
2021
Q1 | $260K | Buy |
+16,000
| New | +$260K | 0.09% | 187 |
|