Steward Partners Investment Advisory’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,604
| Closed | -$133K | – | 3495 |
|
|
2022
Q2 | $133K | Hold |
5,604
| – | – | ﹤0.01% | 1375 |
|
|
2022
Q1 | $133K | Hold |
5,604
| – | – | ﹤0.01% | 1484 |
|
|
2021
Q4 | $133K | Buy |
5,604
+5,400
| +2,647% | +$128K | ﹤0.01% | 1469 |
|
|
2021
Q3 | $5K | Hold |
204
| – | – | ﹤0.01% | 2838 |
|
|
2021
Q2 | $5K | Sell |
204
-280
| -58% | -$6.86K | ﹤0.01% | 6565 |
|
|
2021
Q1 | $7.87K | Hold |
484
| – | – | ﹤0.01% | 2876 |
|
|
2020
Q4 | $6K | Hold |
484
| – | – | ﹤0.01% | 2493 |
|
|
2020
Q3 | $3K | Hold |
484
| – | – | ﹤0.01% | 2540 |
|
|
2020
Q2 | $3K | Hold |
484
| – | – | ﹤0.01% | 2441 |
|
|
2020
Q1 | $2K | Sell |
484
-87
| -15% | -$360 | ﹤0.01% | 2344 |
|
|
2019
Q4 | $8K | Hold |
571
| – | – | ﹤0.01% | 2122 |
|
|
2019
Q3 | $9K | Buy |
571
+118
| +26% | +$1.86K | ﹤0.01% | 2067 |
|
|
2019
Q2 | $7K | Buy |
+453
| New | +$7K | ﹤0.01% | 2137 |
|
|
2018
Q4 | – | Sell |
-618
| Closed | -$13K | – | 2373 |
|
|
2018
Q3 | $13K | Sell |
618
-37
| -6% | -$778 | ﹤0.01% | 1786 |
|
|
2018
Q2 | $15K | Buy |
655
+75
| +13% | +$1.72K | ﹤0.01% | 1592 |
|
|
2018
Q1 | $11K | Buy |
580
+280
| +93% | +$5.31K | ﹤0.01% | 1556 |
|
|
2017
Q4 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 1449 |
|