Envestnet Asset Management’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 |
-136,067
| Closed | -$3.23M | – | 4106 |
|
|
2021
Q4 | $3.23M | Buy |
136,067
+16,717
| +14% | +$397K | ﹤0.01% | 1858 |
|
|
2021
Q3 | $2.77M | Sell |
119,350
-21,565
| -15% | -$501K | ﹤0.01% | 1886 |
|
|
2021
Q2 | $3.26M | Buy |
140,915
+20,339
| +17% | +$471K | ﹤0.01% | 1766 |
|
|
2021
Q1 | $1.96M | Buy |
120,576
+26,079
| +28% | +$424K | ﹤0.01% | 1946 |
|
|
2020
Q4 | $1.25M | Buy |
94,497
+9,256
| +11% | +$122K | ﹤0.01% | 2068 |
|
|
2020
Q3 | $525K | Buy |
85,241
+34,613
| +68% | +$213K | ﹤0.01% | 2434 |
|
|
2020
Q2 | $308K | Sell |
50,628
-20,649
| -29% | -$126K | ﹤0.01% | 2669 |
|
|
2020
Q1 | $366K | Buy |
71,277
+10,723
| +18% | +$55.1K | ﹤0.01% | 2454 |
|
|
2019
Q4 | $945K | Buy |
60,554
+4,167
| +7% | +$65K | ﹤0.01% | 2069 |
|
|
2019
Q3 | $951K | Buy |
56,387
+3,750
| +7% | +$63.2K | ﹤0.01% | 1974 |
|
|
2019
Q2 | $879K | Buy |
52,637
+16,668
| +46% | +$278K | ﹤0.01% | 2043 |
|
|
2019
Q1 | $589K | Buy |
35,969
+2,918
| +9% | +$47.8K | ﹤0.01% | 2238 |
|
|
2018
Q4 | $367K | Buy |
+33,051
| New | +$367K | ﹤0.01% | 2324 |
|
|
2018
Q3 | – | Sell |
-54,570
| Closed | -$1.22M | – | 2837 |
|
|
2018
Q2 | $1.22M | Buy |
54,570
+1,334
| +3% | +$29.8K | ﹤0.01% | 985 |
|
|
2018
Q1 | $1.04M | Sell |
53,236
-6,377
| -11% | -$124K | ﹤0.01% | 933 |
|
|
2017
Q4 | $1.4M | Buy |
59,613
+31,292
| +110% | +$736K | ﹤0.01% | 1078 |
|
|
2017
Q3 | $652K | Buy |
28,321
+1,355
| +5% | +$31.2K | ﹤0.01% | 1340 |
|
|
2017
Q2 | $508K | Buy |
26,966
+872
| +3% | +$16.4K | ﹤0.01% | 1481 |
|
|
2017
Q1 | $514K | Buy |
26,094
+288
| +1% | +$5.67K | ﹤0.01% | 1502 |
|
|
2016
Q4 | $497K | Buy |
25,806
+24,628
| +2,091% | +$474K | ﹤0.01% | 1504 |
|
|
2016
Q3 | $19K | Buy |
+1,178
| New | +$19K | ﹤0.01% | 2820 |
|