O'Shaughnessy Asset Management’s Welbilt, Inc. WBT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-7,421
Closed -$173K 2751
2021
Q3
$173K Buy
7,421
+5,435
+274% +$127K ﹤0.01% 1107
2021
Q2
$46K Buy
1,986
+1,946
+4,865% +$45.1K ﹤0.01% 1610
2021
Q1
$1K Hold
40
﹤0.01% 2337
2020
Q4
$1K Hold
40
﹤0.01% 2036
2020
Q3
$0 Hold
40
﹤0.01% 2056
2020
Q2
$0 Buy
+40
New ﹤0.01% 1958
2020
Q1
Sell
-40
Closed -$1K 1947
2019
Q4
$1K Buy
+40
New +$1K ﹤0.01% 1795