Glassman Wealth Services’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-127
| Closed | -$1K | – | 1629 |
|
|
2020
Q1 | $1K | Buy |
127
+8
| +7% | +$63 | ﹤0.01% | 1052 |
|
|
2019
Q4 | $2K | Buy |
119
+3
| +3% | +$50 | ﹤0.01% | 819 |
|
|
2019
Q3 | $2K | Sell |
116
-3
| -3% | -$52 | ﹤0.01% | 756 |
|
|
2019
Q2 | $2K | Buy |
119
+3
| +3% | +$50 | ﹤0.01% | 773 |
|
|
2019
Q1 | $2K | Buy |
116
+93
| +404% | +$1.6K | ﹤0.01% | 736 |
|
|
2018
Q4 | $0 | Sell |
23
-49
| -68% | – | ﹤0.01% | 1037 |
|
|
2018
Q3 | $2K | Hold |
72
| – | – | ﹤0.01% | 628 |
|
|
2018
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 600 |
|
|
2018
Q1 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 694 |
|