Toth Financial Advisory’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,620
| Closed | -$70K | – | 617 |
|
|
2020
Q1 | $70K | Hold |
13,620
| – | – | 0.02% | 162 |
|
|
2019
Q4 | $213K | Hold |
13,620
| – | – | 0.04% | 163 |
|
|
2019
Q3 | $230K | Hold |
13,620
| – | – | 0.05% | 170 |
|
|
2019
Q2 | $227K | Hold |
13,620
| – | – | 0.05% | 167 |
|
|
2019
Q1 | $223K | Sell |
13,620
-7,475
| -35% | -$122K | 0.05% | 150 |
|
|
2018
Q4 | $234K | Hold |
21,095
| – | – | 0.06% | 122 |
|
|
2018
Q3 | $440K | Hold |
21,095
| – | – | 0.1% | 121 |
|
|
2018
Q2 | $471K | Sell |
21,095
-2,125
| -9% | -$47.4K | 0.11% | 122 |
|
|
2018
Q1 | $452K | Sell |
23,220
-4,150
| -15% | -$80.8K | 0.11% | 122 |
|
|
2017
Q4 | $643K | Hold |
27,370
| – | – | 0.15% | 107 |
|
|
2017
Q3 | $631K | Sell |
27,370
-125
| -0.5% | -$2.88K | 0.16% | 106 |
|
|
2017
Q2 | $518K | Hold |
27,495
| – | – | 0.14% | 113 |
|
|
2017
Q1 | $540K | Sell |
27,495
-1,285
| -4% | -$25.2K | 0.14% | 112 |
|
|
2016
Q4 | $556K | Sell |
28,780
-4,900
| -15% | -$94.7K | 0.16% | 108 |
|
|
2016
Q3 | $546K | Sell |
33,680
-1,175
| -3% | -$19K | 0.16% | 106 |
|
|
2016
Q2 | $614K | Sell |
34,855
-2,860
| -8% | -$50.4K | 0.19% | 97 |
|
|
2016
Q1 | $556K | Buy |
+37,715
| New | +$556K | 0.18% | 90 |
|