Havens Advisors’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 |
-187,000
| Closed | -$4.45M | – | 57 |
|
|
2022
Q2 | $4.45M | Buy |
187,000
+166,000
| +790% | +$3.95M | 7.03% | 3 |
|
|
2022
Q1 | $499K | Sell |
21,000
-146,100
| -87% | -$3.47M | 0.92% | 27 |
|
|
2021
Q4 | $3.97M | Sell |
167,100
-1,900
| -1% | -$45.2K | 4.7% | 10 |
|
|
2021
Q3 | $3.93M | Buy |
169,000
+23,000
| +16% | +$535K | 4.72% | 8 |
|
|
2021
Q2 | $3.38M | Buy |
+146,000
| New | +$3.38M | 2.68% | 13 |
|