PMFA
WBT

Plante Moran Financial Advisors’s Welbilt, Inc. WBT Stock Holding History

Plante Moran Financial Advisors’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-299
Closed -$2K – 1067
2020
Q3 		$2K Buy
+299
New +$2K ﹤0.01% 795
2020
Q2 		– Sell
-666
Closed -$3K – 907
2020
Q1 		$3K Hold
666
– – ﹤0.01% 631
2019
Q4 		$10K Buy
+666
New +$10K ﹤0.01% 549