Sowell Financial Services’s Welbilt, Inc. WBT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,748	Closed	-$82K	–	3085
2021 Q1	$82K	Sell	3,748 -638	-15%	-$9.6K	﹤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%	-$6.01K	﹤0.01%	1371
2020 Q1	$28K	Sell	5,497 -6,457	-54%	-$77.7K	﹤0.01%	1272
2019 Q4	$187K	Buy	11,954 +210	+2%	+$3.6K	0.01%	736
2019 Q3	$198K	Buy	+11,744	New	+$191K	0.02%	649
2019 Q1	$192K	Buy	+11,744	New	+$171K	0.02%	529
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	+$254K	0.06%	242
2017 Q1	–	Sell	-8,264	Closed	-$151K	–	600
2016 Q4	$151K	Buy	+8,264	New	+$141K	0.05%	221