River Wealth Advisors’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,708
| Closed | -$72K | – | 208 |
|
|
2020
Q3 | $72K | Sell |
11,708
-4,050
| -26% | -$24.9K | 0.02% | 198 |
|
|
2020
Q2 | $96K | Sell |
15,758
-12,100
| -43% | -$73.7K | 0.03% | 179 |
|
|
2020
Q1 | $143K | Sell |
27,858
-8,650
| -24% | -$44.4K | 0.06% | 156 |
|
|
2019
Q4 | $570K | Sell |
36,508
-6,190
| -14% | -$96.6K | 0.19% | 106 |
|
|
2019
Q3 | $720K | Hold |
42,698
| – | – | 0.27% | 92 |
|
|
2019
Q2 | $713K | Sell |
42,698
-1,730
| -4% | -$28.9K | 0.28% | 89 |
|
|
2019
Q1 | $728K | Buy |
44,428
+1,000
| +2% | +$16.4K | 0.3% | 89 |
|
|
2018
Q4 | $482K | Buy |
43,428
+1,225
| +3% | +$13.6K | 0.21% | 102 |
|
|
2018
Q3 | $881K | Sell |
42,203
-5,304
| -11% | -$111K | 0.32% | 89 |
|
|
2018
Q2 | $1.06M | Sell |
47,507
-2,300
| -5% | -$51.3K | 0.41% | 80 |
|
|
2018
Q1 | $969K | Sell |
49,807
-2,200
| -4% | -$42.8K | 0.41% | 87 |
|
|
2017
Q4 | $1.22M | Hold |
52,007
| – | – | 0.51% | 74 |
|
|
2017
Q3 | $1.2M | Sell |
52,007
-1,375
| -3% | -$31.7K | 0.54% | 70 |
|
|
2017
Q2 | $1.01M | Sell |
53,382
-1,200
| -2% | -$22.6K | 0.47% | 80 |
|
|
2017
Q1 | $1.07M | Sell |
54,582
-2,600
| -5% | -$51K | 0.52% | 72 |
|
|
2016
Q4 | $1.11M | Sell |
57,182
-300
| -0.5% | -$5.8K | 0.56% | 69 |
|
|
2016
Q3 | $932K | Hold |
57,482
| – | – | 0.52% | 71 |
|
|
2016
Q2 | $1.01M | Sell |
57,482
-175
| -0.3% | -$3.08K | 0.58% | 65 |
|
|
2016
Q1 | $850K | Buy |
+57,657
| New | +$850K | 0.51% | 71 |
|