Leavell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,499
| Closed | -$212K | – | 381 |
|
|
2018
Q2 | $212K | Sell |
9,499
-1,000
| -10% | -$22.3K | 0.02% | 360 |
|
|
2018
Q1 | $204K | Hold |
10,499
| – | – | 0.02% | 365 |
|
|
2017
Q4 | $247K | Hold |
10,499
| – | – | 0.03% | 339 |
|
|
2017
Q3 | $242K | Hold |
10,499
| – | – | 0.03% | 334 |
|
|
2017
Q2 | $198K | Sell |
10,499
-750
| -7% | -$14.1K | 0.03% | 358 |
|
|
2017
Q1 | $221K | Sell |
11,249
-2,584
| -19% | -$50.8K | 0.03% | 346 |
|
|
2016
Q4 | $267K | Hold |
13,833
| – | – | 0.04% | 322 |
|
|
2016
Q3 | $224K | Buy |
13,833
+1,000
| +8% | +$16.2K | 0.03% | 348 |
|
|
2016
Q2 | $226K | Sell |
12,833
-3,500
| -21% | -$61.6K | 0.03% | 357 |
|
|
2016
Q1 | $241K | Buy |
+16,333
| New | +$241K | 0.04% | 335 |
|