LPL Financial’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,158
| Closed | -$215K | – | 3248 |
|
|
2017
Q4 | $215K | Sell |
9,158
-6,128
| -40% | -$144K | ﹤0.01% | 2745 |
|
|
2017
Q3 | $352K | Sell |
15,286
-1,808
| -11% | -$41.6K | ﹤0.01% | 2230 |
|
|
2017
Q2 | $322K | Sell |
17,094
-2,575
| -13% | -$48.5K | ﹤0.01% | 2233 |
|
|
2017
Q1 | $375K | Sell |
19,669
-6,545
| -25% | -$125K | ﹤0.01% | 2038 |
|
|
2016
Q4 | $512K | Sell |
26,214
-4,407
| -14% | -$86.1K | ﹤0.01% | 1734 |
|
|
2016
Q3 | $495K | Buy |
30,621
+4,988
| +19% | +$80.6K | ﹤0.01% | 1726 |
|
|
2016
Q2 | $439K | Sell |
25,633
-35,509
| -58% | -$608K | ﹤0.01% | 1791 |
|
|
2016
Q1 | $860K | Buy |
+61,142
| New | +$860K | ﹤0.01% | 1789 |
|