Franklin, Parlapiano, Turner & Welch’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,861
| Closed | -$378K | – | 48 |
|
|
2022
Q2 | $378K | Sell |
15,861
-1,601
| -9% | -$38.2K | 0.13% | 37 |
|
|
2022
Q1 | $415K | Hold |
17,462
| – | – | 0.12% | 39 |
|
|
2021
Q4 | $415K | Buy |
17,462
+1,601
| +10% | +$38K | 0.12% | 39 |
|
|
2021
Q3 | $369K | Hold |
15,861
| – | – | 0.12% | 39 |
|
|
2021
Q2 | $367K | Sell |
15,861
-3,930
| -20% | -$90.9K | 0.11% | 39 |
|
|
2021
Q1 | $322K | Sell |
19,791
-16,887
| -46% | -$275K | 0.11% | 38 |
|
|
2020
Q4 | $484K | Sell |
36,678
-10,000
| -21% | -$132K | 0.18% | 38 |
|
|
2020
Q3 | $288K | Sell |
46,678
-5,000
| -10% | -$30.9K | 0.12% | 39 |
|
|
2020
Q2 | $315K | Buy |
51,678
+17,400
| +51% | +$106K | 0.13% | 39 |
|
|
2020
Q1 | $176K | Hold |
34,278
| – | – | 0.08% | 42 |
|
|
2019
Q4 | $535K | Hold |
34,278
| – | – | 0.2% | 38 |
|
|
2019
Q3 | $578K | Hold |
34,278
| – | – | 0.22% | 36 |
|
|
2019
Q2 | $572K | Hold |
34,278
| – | – | 0.22% | 36 |
|
|
2019
Q1 | $561K | Hold |
34,278
| – | – | 0.22% | 37 |
|
|
2018
Q4 | $381K | Hold |
34,278
| – | – | 0.17% | 39 |
|
|
2018
Q3 | $716K | Hold |
34,278
| – | – | 0.29% | 37 |
|
|
2018
Q2 | $765K | Hold |
34,278
| – | – | 0.32% | 37 |
|
|
2018
Q1 | $667K | Hold |
34,278
| – | – | 0.28% | 36 |
|
|
2017
Q4 | $806K | Buy |
34,278
+17,391
| +103% | +$409K | 0.33% | 35 |
|
|
2017
Q3 | $389K | Hold |
16,887
| – | – | 0.17% | 38 |
|
|
2017
Q2 | $318K | Hold |
16,887
| – | – | 0.15% | 39 |
|
|
2017
Q1 | $331K | Hold |
16,887
| – | – | 0.15% | 39 |
|
|
2016
Q4 | $326K | Buy |
+16,887
| New | +$326K | 0.16% | 39 |
|