JWM
WBT
Jacobus Wealth Management’s Welbilt, Inc. WBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $243K | Hold |
10,535
| – | – | 0.06% | 151 |
|
|
2017
Q2 | $199K | Hold |
10,535
| – | – | 0.05% | 160 |
|
|
2017
Q1 | $207K | Hold |
10,535
| – | – | 0.06% | 151 |
|
|
2016
Q4 | $204K | Sell |
10,535
-1,200
| -10% | -$23.2K | 0.06% | 152 |
|
|
2016
Q3 | $190K | Hold |
11,735
| – | – | 0.06% | 175 |
|
|
2016
Q2 | $207K | Hold |
11,735
| – | – | 0.06% | 163 |
|
|
2016
Q1 | $173K | Buy |
+11,735
| New | +$173K | 0.05% | 209 |
|