Veritable’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 |
-21,536
| Closed | -$513K | – | 934 |
|
|
2022
Q2 | $513K | Buy |
+21,536
| New | +$513K | 0.01% | 531 |
|
|
2019
Q4 | – | Sell |
-14,194
| Closed | -$239K | – | 839 |
|
|
2019
Q3 | $239K | Sell |
14,194
-11,525
| -45% | -$194K | ﹤0.01% | 719 |
|
|
2019
Q2 | $430K | Sell |
25,719
-9,906
| -28% | -$166K | 0.01% | 540 |
|
|
2019
Q1 | $584K | Sell |
35,625
-1,171
| -3% | -$19.2K | 0.01% | 460 |
|
|
2018
Q4 | $409K | Buy |
36,796
+1,637
| +5% | +$18.2K | 0.01% | 506 |
|
|
2018
Q3 | $734K | Buy |
35,159
+531
| +2% | +$11.1K | 0.01% | 404 |
|
|
2018
Q2 | $773K | Buy |
34,628
+5,828
| +20% | +$130K | 0.02% | 398 |
|
|
2018
Q1 | $560K | Buy |
28,800
+3,362
| +13% | +$65.4K | 0.01% | 457 |
|
|
2017
Q4 | $598K | Buy |
25,438
+8,431
| +50% | +$198K | 0.01% | 462 |
|
|
2017
Q3 | $392K | Buy |
+17,007
| New | +$392K | 0.01% | 542 |
|