SAM
WBT
Symphony Asset Management’s Welbilt, Inc. WBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-37,281
| Closed | -$725K | – | 314 |
|
|
2018
Q1 | $725K | Sell |
37,281
-24,961
| -40% | -$485K | 0.09% | 196 |
|
|
2017
Q4 | $1.46M | Sell |
62,242
-10,202
| -14% | -$240K | 0.15% | 151 |
|
|
2017
Q3 | $1.67M | Sell |
72,444
-22,437
| -24% | -$517K | 0.19% | 136 |
|
|
2017
Q2 | $1.79M | Sell |
94,881
-11,149
| -11% | -$210K | 0.2% | 118 |
|
|
2017
Q1 | $2.08M | Buy |
106,030
+6,325
| +6% | +$124K | 0.2% | 120 |
|
|
2016
Q4 | $1.93M | Buy |
99,705
+47,257
| +90% | +$913K | 0.2% | 120 |
|
|
2016
Q3 | $851K | Buy |
+52,448
| New | +$851K | 0.09% | 206 |
|