IFP 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
Q4 | – | Sell |
-405
| Closed | -$9K | – | 4947 |
|
|
2022
Q3 | $9K | Hold |
405
| – | – | ﹤0.01% | 3745 |
|
|
2022
Q2 | $9K | Hold |
405
| – | – | ﹤0.01% | 3501 |
|
|
2022
Q1 | $9K | Buy |
405
+402
| +13,400% | +$8.93K | ﹤0.01% | 3501 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 3139 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4962 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4772 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4613 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4389 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4216 |
|
|
2020
Q2 | – | Sell |
-290
| Closed | -$1K | – | 4007 |
|
|
2020
Q1 | $1K | Hold |
290
| – | – | ﹤0.01% | 2624 |
|
|
2019
Q4 | $5K | Hold |
290
| – | – | ﹤0.01% | 2206 |
|
|
2019
Q3 | $5K | Buy |
+290
| New | +$5K | ﹤0.01% | 2361 |
|
|
2019
Q1 | – | Sell |
-166
| Closed | -$2K | – | 3630 |
|
|
2018
Q4 | $2K | Buy |
+166
| New | +$2K | ﹤0.01% | 3175 |
|
|
2017
Q4 | – | Sell |
-1,100
| Closed | -$25K | – | 4142 |
|
|
2017
Q3 | $25K | Hold |
1,100
| – | – | ﹤0.01% | 2438 |
|
|
2017
Q2 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 2541 |
|
|
2017
Q1 | $22K | Hold |
1,100
| – | – | ﹤0.01% | 2429 |
|
|
2016
Q4 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 2421 |
|
|
2016
Q3 | $18K | Hold |
1,100
| – | – | ﹤0.01% | 2471 |
|
|
2016
Q2 | $19K | Buy |
+1,100
| New | +$19K | ﹤0.01% | 2380 |
|