Tocqueville Asset Management’s Welbilt, Inc. WBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-43,943
| Closed | -$686K | – | 749 |
|
|
2019
Q4 | $686K | Sell |
43,943
-7,605
| -15% | -$119K | 0.01% | 503 |
|
|
2019
Q3 | $869K | Sell |
51,548
-2,460
| -5% | -$41.5K | 0.01% | 476 |
|
|
2019
Q2 | $902K | Buy |
54,008
+6,925
| +15% | +$116K | 0.01% | 499 |
|
|
2019
Q1 | $771K | Sell |
47,083
-41,020
| -47% | -$672K | 0.01% | 512 |
|
|
2018
Q4 | $979K | Sell |
88,103
-241,312
| -73% | -$2.68M | 0.01% | 467 |
|
|
2018
Q3 | $6.88M | Sell |
329,415
-135
| -0% | -$2.82K | 0.09% | 242 |
|
|
2018
Q2 | $7.35M | Buy |
329,550
+16,180
| +5% | +$361K | 0.09% | 225 |
|
|
2018
Q1 | $6.1M | Buy |
313,370
+8,595
| +3% | +$167K | 0.08% | 268 |
|
|
2017
Q4 | $7.17M | Buy |
304,775
+2,770
| +0.9% | +$65.1K | 0.08% | 253 |
|
|
2017
Q3 | $6.96M | Buy |
302,005
+291,255
| +2,709% | +$6.71M | 0.08% | 261 |
|
|
2017
Q2 | $203K | Buy |
+10,750
| New | +$203K | ﹤0.01% | 752 |
|