Nisa Investment Advisors’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,240
| Closed | -$149K | – | 2679 |
|
|
2022
Q2 | $149K | Buy |
6,240
+270
| +5% | +$6.45K | ﹤0.01% | 1388 |
|
|
2022
Q1 | $142K | Sell |
5,970
-380
| -6% | -$9.04K | ﹤0.01% | 1503 |
|
|
2021
Q4 | $151K | Sell |
6,350
-1,790
| -22% | -$42.6K | ﹤0.01% | 1363 |
|
|
2021
Q3 | $189 | Hold |
8,140
| – | – | ﹤0.01% | 1425 |
|
|
2021
Q2 | $188 | Buy |
8,140
+1,290
| +19% | +$30 | ﹤0.01% | 1432 |
|
|
2021
Q1 | $111 | Hold |
6,850
| – | – | ﹤0.01% | 1712 |
|
|
2020
Q4 | $90K | Buy |
6,850
+2,100
| +44% | +$27.6K | ﹤0.01% | 1780 |
|
|
2020
Q3 | $29K | Buy |
+4,750
| New | +$29K | ﹤0.01% | 2004 |
|
|
2020
Q2 | – | Sell |
-6,000
| Closed | -$31K | – | 2124 |
|
|
2020
Q1 | $31K | Sell |
6,000
-12,200
| -67% | -$63K | ﹤0.01% | 1633 |
|
|
2019
Q4 | $284K | Hold |
18,200
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q3 | $307K | Hold |
18,200
| – | – | ﹤0.01% | 1230 |
|
|
2019
Q2 | $304K | Buy |
18,200
+5,800
| +47% | +$96.9K | ﹤0.01% | 1218 |
|
|
2019
Q1 | $203K | Buy |
12,400
+1,900
| +18% | +$31.1K | ﹤0.01% | 1303 |
|
|
2018
Q4 | $117K | Buy |
10,500
+4,400
| +72% | +$49K | ﹤0.01% | 1348 |
|
|
2018
Q3 | $127K | Hold |
6,100
| – | – | ﹤0.01% | 1376 |
|
|
2018
Q2 | $136K | Hold |
6,100
| – | – | ﹤0.01% | 1325 |
|
|
2018
Q1 | $121K | Sell |
6,100
-10,000
| -62% | -$198K | ﹤0.01% | 1324 |
|
|
2017
Q4 | $379K | Buy |
16,100
+10,000
| +164% | +$235K | ﹤0.01% | 1110 |
|
|
2017
Q3 | $141K | Hold |
6,100
| – | – | ﹤0.01% | 1315 |
|
|
2017
Q2 | $117K | Hold |
6,100
| – | – | ﹤0.01% | 1333 |
|
|
2017
Q1 | $120K | Hold |
6,100
| – | – | ﹤0.01% | 1334 |
|
|
2016
Q4 | $118K | Hold |
6,100
| – | – | ﹤0.01% | 1322 |
|
|
2016
Q3 | $99K | Hold |
6,100
| – | – | ﹤0.01% | 1334 |
|
|
2016
Q2 | $107K | Hold |
6,100
| – | – | ﹤0.01% | 1316 |
|
|
2016
Q1 | $90K | Buy |
+6,100
| New | +$90K | ﹤0.01% | 1348 |
|