Geneos Wealth Management’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,900
| Closed | -$109K | – | 3183 |
|
|
2021
Q1 | $109K | Buy |
+4,900
| New | +$109K | ﹤0.01% | 1265 |
|
|
2020
Q2 | – | Sell |
-345
| Closed | -$1K | – | 2649 |
|
|
2020
Q1 | $1K | Sell |
345
-712
| -67% | -$2.06K | ﹤0.01% | 2451 |
|
|
2019
Q4 | $16K | Hold |
1,057
| – | – | ﹤0.01% | 1794 |
|
|
2019
Q3 | $17K | Sell |
1,057
-760
| -42% | -$12.2K | ﹤0.01% | 1694 |
|
|
2019
Q2 | $30K | Hold |
1,817
| – | – | ﹤0.01% | 1441 |
|
|
2019
Q1 | $29K | Hold |
1,817
| – | – | ﹤0.01% | 1403 |
|
|
2018
Q4 | $20K | Hold |
1,817
| – | – | ﹤0.01% | 1510 |
|
|
2018
Q3 | $37K | Hold |
1,817
| – | – | ﹤0.01% | 1311 |
|
|
2018
Q2 | $40K | Hold |
1,817
| – | – | ﹤0.01% | 1153 |
|
|
2018
Q1 | $35K | Buy |
1,817
+200
| +12% | +$3.85K | ﹤0.01% | 1165 |
|
|
2017
Q4 | $38K | Buy |
1,617
+1,202
| +290% | +$28.2K | ﹤0.01% | 1132 |
|
|
2017
Q3 | $9K | Hold |
415
| – | – | ﹤0.01% | 1623 |
|
|
2017
Q2 | $7K | Hold |
415
| – | – | ﹤0.01% | 1658 |
|
|
2017
Q1 | $8K | Buy |
+415
| New | +$8K | ﹤0.01% | 1585 |
|