SWM
WBT
Selective Wealth Management’s Welbilt, Inc. WBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-116
| Closed | -$2K | – | 436 |
|
|
2020
Q4 | $2K | Hold |
116
| – | – | ﹤0.01% | 352 |
|
|
2020
Q3 | $1K | Hold |
116
| – | – | ﹤0.01% | 304 |
|
|
2020
Q2 | $1K | Hold |
116
| – | – | ﹤0.01% | 414 |
|
|
2020
Q1 | $1K | Hold |
116
| – | – | ﹤0.01% | 327 |
|
|
2019
Q4 | $2K | Hold |
116
| – | – | ﹤0.01% | 302 |
|
|
2019
Q3 | $2K | Buy |
+116
| New | +$2K | ﹤0.01% | 308 |
|
|
2018
Q3 | $2K | Buy |
+116
| New | +$2K | 0.02% | 149 |
|