Raymond James Financial Services Advisors’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,026
| Closed | -$167K | – | 2891 |
|
|
2019
Q2 | $167K | Sell |
10,026
-4,700
| -32% | -$78.3K | ﹤0.01% | 2577 |
|
|
2019
Q1 | $241K | Buy |
14,726
+958
| +7% | +$15.7K | ﹤0.01% | 2390 |
|
|
2018
Q4 | $153K | Sell |
13,768
-103
| -0.7% | -$1.15K | ﹤0.01% | 2327 |
|
|
2018
Q3 | $290K | Sell |
13,871
-1,750
| -11% | -$36.6K | ﹤0.01% | 2297 |
|
|
2018
Q2 | $348K | Hold |
15,621
| – | – | ﹤0.01% | 2128 |
|
|
2018
Q1 | $304K | Buy |
15,621
+3,638
| +30% | +$70.8K | ﹤0.01% | 2022 |
|
|
2017
Q4 | $282K | Buy |
+11,983
| New | +$282K | ﹤0.01% | 2047 |
|
|
2017
Q3 | – | Sell |
-13,597
| Closed | -$256K | – | 2592 |
|
|
2017
Q2 | $256K | Buy |
13,597
+92
| +0.7% | +$1.73K | ﹤0.01% | 2059 |
|
|
2017
Q1 | $265K | Sell |
13,505
-976
| -7% | -$19.2K | ﹤0.01% | 1976 |
|
|
2016
Q4 | $280K | Buy |
14,481
+2,100
| +17% | +$40.6K | ﹤0.01% | 1838 |
|
|
2016
Q3 | $201K | Sell |
12,381
-3,130
| -20% | -$50.8K | ﹤0.01% | 2033 |
|
|
2016
Q2 | $273K | Buy |
15,511
+1,707
| +12% | +$30K | ﹤0.01% | 1775 |
|
|
2016
Q1 | $203K | Buy |
+13,804
| New | +$203K | ﹤0.01% | 1750 |
|