First Mercantile Trust’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,416
| Closed | -$218K | – | 895 |
|
|
2021
Q2 | $218K | Sell |
9,416
-9,072
| -49% | -$210K | 0.03% | 412 |
|
|
2021
Q1 | $301K | Buy |
18,488
+15,809
| +590% | +$257K | 0.03% | 296 |
|
|
2020
Q4 | $35K | Buy |
+2,679
| New | +$35K | ﹤0.01% | 809 |
|
|
2016
Q3 | – | Sell |
-7,500
| Closed | -$132K | – | 923 |
|
|
2016
Q2 | $132K | Sell |
7,500
-2,100
| -22% | -$37K | 0.02% | 677 |
|
|
2016
Q1 | $142K | Buy |
+9,600
| New | +$142K | 0.02% | 658 |
|