Oak Ridge Investments’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-380,239
| Closed | -$1.95M | – | 188 |
|
|
2020
Q1 | $1.95M | Sell |
380,239
-56,132
| -13% | -$288K | 0.2% | 107 |
|
|
2019
Q4 | $6.81M | Sell |
436,371
-55,170
| -11% | -$861K | 0.5% | 76 |
|
|
2019
Q3 | $8.29M | Sell |
491,541
-24,007
| -5% | -$405K | 0.62% | 68 |
|
|
2019
Q2 | $8.61M | Sell |
515,548
-23,532
| -4% | -$393K | 0.6% | 72 |
|
|
2019
Q1 | $8.83M | Buy |
539,080
+26,760
| +5% | +$438K | 0.56% | 75 |
|
|
2018
Q4 | $5.69M | Sell |
512,320
-109,898
| -18% | -$1.22M | 0.41% | 92 |
|
|
2018
Q3 | $13M | Sell |
622,218
-58,071
| -9% | -$1.21M | 0.72% | 55 |
|
|
2018
Q2 | $15.2M | Sell |
680,289
-59,363
| -8% | -$1.32M | 0.86% | 44 |
|
|
2018
Q1 | $14.4M | Sell |
739,652
-258,359
| -26% | -$5.03M | 0.8% | 46 |
|
|
2017
Q4 | $23.5M | Sell |
998,011
-380,723
| -28% | -$8.95M | 1.12% | 31 |
|
|
2017
Q3 | $31.8M | Sell |
1,378,734
-754,010
| -35% | -$17.4M | 1.29% | 26 |
|
|
2017
Q2 | $40.2M | Buy |
2,132,744
+24,352
| +1% | +$459K | 1.28% | 30 |
|
|
2017
Q1 | $41.4M | Buy |
2,108,392
+177,180
| +9% | +$3.48M | 1.39% | 26 |
|
|
2016
Q4 | $37.3M | Buy |
1,931,212
+133,684
| +7% | +$2.58M | 1.21% | 36 |
|
|
2016
Q3 | $29.2M | Buy |
+1,797,528
| New | +$29.2M | 0.76% | 48 |
|