Nicolet Advisory Services’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-21,052
| Closed | -$130K | – | 186 |
|
|
2020
Q3 | $130K | Sell |
21,052
-2,461
| -10% | -$15.2K | 0.02% | 164 |
|
|
2020
Q2 | $143K | Hold |
23,513
| – | – | 0.02% | 200 |
|
|
2020
Q1 | $121K | Hold |
23,513
| – | – | 0.02% | 191 |
|
|
2019
Q4 | $367K | Hold |
23,513
| – | – | 0.06% | 119 |
|
|
2019
Q3 | $396K | Hold |
23,513
| – | – | 0.06% | 109 |
|
|
2019
Q2 | $393K | Hold |
23,513
| – | – | 0.06% | 103 |
|
|
2019
Q1 | $385K | Buy |
+23,513
| New | +$385K | 0.07% | 99 |
|