Northwestern Mutual Wealth Management’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,348
| Closed | -$32K | – | 3542 |
|
|
2021
Q4 | $32K | Buy |
1,348
+1,248
| +1,248% | +$29.6K | ﹤0.01% | 2154 |
|
|
2021
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2882 |
|
|
2020
Q2 | – | Sell |
-4,006
| Closed | -$21K | – | 2769 |
|
|
2020
Q1 | $21K | Sell |
4,006
-9,022
| -69% | -$47.3K | ﹤0.01% | 1696 |
|
|
2019
Q4 | $203K | Sell |
13,028
-2,067
| -14% | -$32.2K | ﹤0.01% | 944 |
|
|
2019
Q3 | $255K | Buy |
15,095
+95
| +0.6% | +$1.61K | ﹤0.01% | 818 |
|
|
2019
Q2 | $251K | Hold |
15,000
| – | – | ﹤0.01% | 818 |
|
|
2019
Q1 | $246K | Hold |
15,000
| – | – | ﹤0.01% | 799 |
|
|
2018
Q4 | $167K | Sell |
15,000
-1,453
| -9% | -$16.2K | ﹤0.01% | 839 |
|
|
2018
Q3 | $344K | Buy |
16,453
+15,123
| +1,137% | +$316K | ﹤0.01% | 656 |
|
|
2018
Q2 | $30K | Sell |
1,330
-3,000
| -69% | -$67.7K | ﹤0.01% | 1453 |
|
|
2018
Q1 | $84K | Buy |
4,330
+2,900
| +203% | +$56.3K | ﹤0.01% | 1014 |
|
|
2017
Q4 | $34K | Buy |
1,430
+100
| +8% | +$2.38K | ﹤0.01% | 1300 |
|
|
2017
Q3 | $31K | Hold |
1,330
| – | – | ﹤0.01% | 1308 |
|
|
2017
Q2 | $25K | Sell |
1,330
-209
| -14% | -$3.93K | ﹤0.01% | 1321 |
|
|
2017
Q1 | $30K | Sell |
1,539
-805
| -34% | -$15.7K | ﹤0.01% | 1193 |
|
|
2016
Q4 | $45K | Buy |
+2,344
| New | +$45K | ﹤0.01% | 1067 |
|
|
2016
Q3 | – | Sell |
-1,330
| Closed | -$23K | – | 1677 |
|
|
2016
Q2 | $23K | Hold |
1,330
| – | – | ﹤0.01% | 1131 |
|
|
2016
Q1 | $20K | Buy |
+1,330
| New | +$20K | ﹤0.01% | 1202 |
|