EFG Asset Management (Americas)’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-13,350
| Closed | -$219K | – | 124 |
|
2019
Q1 | $219K | Sell |
13,350
-2,524
| -16% | -$41.4K | 0.07% | 111 |
|
2018
Q4 | $176K | Sell |
15,874
-164,319
| -91% | -$1.82M | 0.06% | 104 |
|
2018
Q3 | $3.76M | Buy |
180,193
+903
| +0.5% | +$18.9K | 1.08% | 32 |
|
2018
Q2 | $4M | Buy |
179,290
+45,743
| +34% | +$1.02M | 1.21% | 26 |
|
2018
Q1 | $2.6M | Sell |
133,547
-19,349
| -13% | -$376K | 1.08% | 30 |
|
2017
Q4 | $3.6M | Sell |
152,896
-14,023
| -8% | -$330K | 1.3% | 23 |
|
2017
Q3 | $3.85M | Sell |
166,919
-5,439
| -3% | -$125K | 1.46% | 16 |
|
2017
Q2 | $3.3M | Buy |
172,358
+5,899
| +4% | +$113K | 1.25% | 18 |
|
2017
Q1 | $3.33M | Buy |
166,459
+10,076
| +6% | +$202K | 1.29% | 20 |
|
2016
Q4 | $3.02M | Buy |
+156,383
| New | +$3.02M | 1.32% | 23 |
|