TWA
WBT
TCI Wealth Advisors’s Welbilt, Inc. WBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-337
| Closed | -$8K | – | 2720 |
|
|
2022
Q2 | $8K | Hold |
337
| – | – | ﹤0.01% | 1202 |
|
|
2022
Q1 | $8K | Hold |
337
| – | – | ﹤0.01% | 1286 |
|
|
2021
Q4 | $8K | Buy |
337
+89
| +36% | +$2.11K | ﹤0.01% | 1387 |
|
|
2021
Q3 | $6K | Buy |
248
+70
| +39% | +$1.69K | ﹤0.01% | 1523 |
|
|
2021
Q2 | $4K | Buy |
178
+64
| +56% | +$1.44K | ﹤0.01% | 1657 |
|
|
2021
Q1 | $2K | Buy |
+114
| New | +$2K | ﹤0.01% | 1970 |
|
|
2019
Q4 | – | Sell |
-27
| Closed | – | – | 1717 |
|
|
2019
Q3 | $0 | Hold |
27
| – | – | ﹤0.01% | 1676 |
|
|
2019
Q2 | $0 | Sell |
27
-14
| -34% | – | ﹤0.01% | 1594 |
|
|
2019
Q1 | $1K | Sell |
41
-70
| -63% | -$1.71K | ﹤0.01% | 1350 |
|
|
2018
Q4 | $1K | Buy |
111
+41
| +59% | +$369 | ﹤0.01% | 1355 |
|
|
2018
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 1384 |
|
|
2018
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 1186 |
|
|
2018
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 1272 |
|
|
2017
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 1092 |
|
|
2017
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 1019 |
|
|
2017
Q2 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 1264 |
|