Ironwood Investment Management’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-39,464
| Closed | -$910K | – | 166 |
|
|
2017
Q3 | $910K | Sell |
39,464
-2,581
| -6% | -$59.5K | 0.64% | 53 |
|
|
2017
Q2 | $793K | Hold |
42,045
| – | – | 0.57% | 67 |
|
|
2017
Q1 | $825K | Hold |
42,045
| – | – | 0.62% | 60 |
|
|
2016
Q4 | $813K | Hold |
42,045
| – | – | 0.59% | 63 |
|
|
2016
Q3 | $682K | Sell |
42,045
-45
| -0.1% | -$730 | 0.52% | 78 |
|
|
2016
Q2 | $742K | Hold |
42,090
| – | – | 0.56% | 70 |
|
|
2016
Q1 | $620K | Buy |
+42,090
| New | +$620K | 0.41% | 94 |
|