Sowell Financial Services’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,748
| Closed | -$82K | – | 3086 |
|
|
2021
Q1 | $82K | Sell |
3,748
-638
| -15% | -$14K | ﹤0.01% | 1461 |
|
|
2020
Q4 | $58K | Hold |
4,386
| – | – | ﹤0.01% | 1347 |
|
|
2020
Q3 | $27K | Hold |
4,386
| – | – | ﹤0.01% | 1438 |
|
|
2020
Q2 | $27K | Sell |
4,386
-1,111
| -20% | -$6.84K | ﹤0.01% | 1371 |
|
|
2020
Q1 | $28K | Sell |
5,497
-6,457
| -54% | -$32.9K | ﹤0.01% | 1272 |
|
|
2019
Q4 | $187K | Buy |
11,954
+210
| +2% | +$3.29K | 0.01% | 736 |
|
|
2019
Q3 | $198K | Buy |
+11,744
| New | +$198K | 0.02% | 649 |
|
|
2019
Q1 | $192K | Buy |
+11,744
| New | +$192K | 0.02% | 527 |
|
|
2018
Q4 | – | Sell |
-11,914
| Closed | -$249K | – | 549 |
|
|
2018
Q3 | $249K | Hold |
11,914
| – | – | 0.04% | 296 |
|
|
2018
Q2 | $240K | Hold |
11,914
| – | – | 0.05% | 247 |
|
|
2018
Q1 | $224K | Buy |
+11,914
| New | +$224K | 0.06% | 242 |
|
|
2017
Q1 | – | Sell |
-8,264
| Closed | -$151K | – | 601 |
|
|
2016
Q4 | $151K | Buy |
+8,264
| New | +$151K | 0.05% | 221 |
|