Penn Capital Management’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-81,996
| Closed | -$1.08M | – | 244 |
|
|
2020
Q4 | $1.08M | Buy |
+81,996
| New | +$1.08M | 0.14% | 157 |
|
|
2019
Q3 | – | Sell |
-259,702
| Closed | -$4.34M | – | 240 |
|
|
2019
Q2 | $4.34M | Sell |
259,702
-222,103
| -46% | -$3.71M | 0.43% | 83 |
|
|
2019
Q1 | $7.89M | Buy |
481,805
+33,647
| +8% | +$551K | 0.76% | 45 |
|
|
2018
Q4 | $5.45M | Buy |
+448,158
| New | +$5.45M | 0.54% | 67 |
|