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 |
|