EWM
WBT
Evercore Wealth Management’s Welbilt, Inc. WBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-123,951
| Closed | -$1.38M | – | 412 |
|
|
2018
Q4 | $1.38M | Sell |
123,951
-1,125,326
| -90% | -$12.5M | 0.05% | 160 |
|
|
2018
Q3 | $26.1M | Buy |
1,249,277
+8,912
| +0.7% | +$186K | 0.83% | 41 |
|
|
2018
Q2 | $27.7M | Buy |
1,240,365
+47,219
| +4% | +$1.05M | 0.95% | 38 |
|
|
2018
Q1 | $23.2M | Sell |
1,193,146
-22,691
| -2% | -$441K | 0.89% | 40 |
|
|
2017
Q4 | $28.6M | Buy |
1,215,837
+50,840
| +4% | +$1.2M | 1.06% | 34 |
|
|
2017
Q3 | $26.9M | Buy |
1,164,997
+192,830
| +20% | +$4.44M | 1.05% | 35 |
|
|
2017
Q2 | $18.3M | Buy |
+972,167
| New | +$18.3M | 0.71% | 44 |
|