Moody Aldrich Partners’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-239,413
| Closed | -$4.04M | – | 166 |
|
|
2019
Q3 | $4.04M | Sell |
239,413
-2,907
| -1% | -$49K | 1.07% | 37 |
|
|
2019
Q2 | $4.05M | Buy |
242,320
+91,240
| +60% | +$1.52M | 1.03% | 39 |
|
|
2019
Q1 | $2.48M | Buy |
151,080
+23,609
| +19% | +$387K | 0.69% | 63 |
|
|
2018
Q4 | $1.42M | Sell |
127,471
-120,432
| -49% | -$1.34M | 0.46% | 80 |
|
|
2018
Q3 | $5.18M | Buy |
247,903
+37,679
| +18% | +$787K | 1.49% | 25 |
|
|
2018
Q2 | $4.69M | Buy |
+210,224
| New | +$4.69M | 1.67% | 15 |
|