IFP Advisors’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-405
| Closed | -$9K | – | 4947 |
|
|
2022
Q3 | $9K | Hold |
405
| – | – | ﹤0.01% | 3744 |
|
|
2022
Q2 | $9K | Hold |
405
| – | – | ﹤0.01% | 3500 |
|
|
2022
Q1 | $9K | Buy |
405
+402
| +13,400% | +$9.54K | ﹤0.01% | 3500 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$71 | ﹤0.01% | 3187 |
|
|
2020
Q2 | – | Sell |
-290
| Closed | -$1.57K | – | 4043 |
|
|
2020
Q1 | $1K | Hold |
290
| – | – | ﹤0.01% | 2668 |
|
|
2019
Q4 | $5K | Hold |
290
| – | – | ﹤0.01% | 2214 |
|
|
2019
Q3 | $5K | Buy |
+290
| New | +$4.71K | ﹤0.01% | 2368 |
|
|
2019
Q1 | – | Sell |
-166
| Closed | -$2K | – | 3677 |
|
|
2018
Q4 | $2K | Buy |
+166
| New | +$2.56K | ﹤0.01% | 3225 |
|
|
2017
Q4 | – | Sell |
-1,100
| Closed | -$25K | – | 4200 |
|
|
2017
Q3 | $25K | Hold |
1,100
| – | – | ﹤0.01% | 2464 |
|
|
2017
Q2 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 2565 |
|
|
2017
Q1 | $22K | Hold |
1,100
| – | – | ﹤0.01% | 2453 |
|
|
2016
Q4 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 2439 |
|
|
2016
Q3 | $18K | Hold |
1,100
| – | – | ﹤0.01% | 2487 |
|
|
2016
Q2 | $19K | Buy |
+1,100
| New | +$17.5K | ﹤0.01% | 2391 |
|