Edgestream Partners’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,731
| Closed | -$326K | – | 668 |
|
|
2021
Q4 | $326K | Sell |
13,731
-113,368
| -89% | -$2.69M | 0.02% | 428 |
|
|
2021
Q3 | $2.95M | Sell |
127,099
-237,708
| -65% | -$5.52M | 0.18% | 188 |
|
|
2021
Q2 | $8.45M | Sell |
364,807
-28,305
| -7% | -$655K | 0.5% | 58 |
|
|
2021
Q1 | $6.39M | Buy |
393,112
+368,663
| +1,508% | +$5.99M | 0.36% | 105 |
|
|
2020
Q4 | $323K | Buy |
+24,449
| New | +$323K | 0.02% | 338 |
|
|
2018
Q3 | – | Sell |
-15,101
| Closed | -$337K | – | 351 |
|
|
2018
Q2 | $337K | Buy |
+15,101
| New | +$337K | 0.07% | 220 |
|