Seven Bridges Advisors’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-25,652
| Closed | -$603K | – | 107 |
|
|
2017
Q4 | $603K | Sell |
25,652
-403
| -2% | -$9.47K | 0.49% | 59 |
|
|
2017
Q3 | $601K | Sell |
26,055
-3,699
| -12% | -$85.3K | 0.5% | 60 |
|
|
2017
Q2 | $561K | Sell |
29,754
-6,080
| -17% | -$115K | 0.5% | 56 |
|
|
2017
Q1 | $703K | Buy |
35,834
+7,290
| +26% | +$143K | 0.67% | 44 |
|
|
2016
Q4 | $552K | Sell |
28,544
-8,544
| -23% | -$165K | 0.56% | 53 |
|
|
2016
Q3 | $602K | Sell |
37,088
-97
| -0.3% | -$1.57K | 0.53% | 55 |
|
|
2016
Q2 | $655K | Buy |
37,185
+4,818
| +15% | +$84.9K | 0.56% | 54 |
|
|
2016
Q1 | $477K | Buy |
+32,367
| New | +$477K | 0.38% | 71 |
|