JFS Wealth Advisors’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-58
| Closed | -$1K | – | 460 |
|
|
2017
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 430 |
|
|
2016
Q4 | $1K | Hold |
58
| – | – | ﹤0.01% | 430 |
|
|
2016
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 469 |
|
|
2016
Q2 | $1K | Hold |
58
| – | – | ﹤0.01% | 484 |
|
|
2016
Q1 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 607 |
|