Global Retirement Partners’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-114
| Closed | -$1K | – | 1578 |
|
|
2018
Q4 | $1K | Sell |
114
-166
| -59% | -$1.46K | ﹤0.01% | 1429 |
|
|
2018
Q3 | $6K | Hold |
280
| – | – | ﹤0.01% | 1204 |
|
|
2018
Q2 | $6K | Buy |
280
+135
| +93% | +$2.89K | ﹤0.01% | 1179 |
|
|
2018
Q1 | $3K | Hold |
145
| – | – | ﹤0.01% | 1301 |
|
|
2017
Q4 | $3K | Sell |
145
-18
| -11% | -$372 | ﹤0.01% | 1264 |
|
|
2017
Q3 | $4K | Hold |
163
| – | – | ﹤0.01% | 1062 |
|
|
2017
Q2 | $3K | Hold |
163
| – | – | ﹤0.01% | 1045 |
|
|
2017
Q1 | $3K | Hold |
163
| – | – | ﹤0.01% | 1000 |
|
|
2016
Q4 | $3K | Buy |
+163
| New | +$3K | ﹤0.01% | 934 |
|