Wealthspire Advisors (Maryland)’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,968
| Closed | -$32K | – | 2328 |
|
|
2019
Q1 | $32K | Sell |
1,968
-16
| -0.8% | -$260 | ﹤0.01% | 1086 |
|
|
2018
Q4 | $22K | Buy |
1,984
+587
| +42% | +$6.51K | ﹤0.01% | 1175 |
|
|
2018
Q3 | $29K | Sell |
1,397
-629
| -31% | -$13.1K | ﹤0.01% | 1168 |
|
|
2018
Q2 | $45K | Buy |
2,026
+35
| +2% | +$777 | ﹤0.01% | 1015 |
|
|
2018
Q1 | $39K | Sell |
1,991
-5
| -0.3% | -$98 | ﹤0.01% | 1084 |
|
|
2017
Q4 | $47K | Buy |
1,996
+138
| +7% | +$3.25K | ﹤0.01% | 1033 |
|
|
2017
Q3 | $43K | Hold |
1,858
| – | – | ﹤0.01% | 1036 |
|
|
2017
Q2 | $35K | Buy |
1,858
+9
| +0.5% | +$170 | ﹤0.01% | 1079 |
|
|
2017
Q1 | $36K | Hold |
1,849
| – | – | 0.01% | 906 |
|
|
2016
Q4 | $36K | Hold |
1,849
| – | – | 0.01% | 857 |
|
|
2016
Q3 | $30K | Sell |
1,849
-649
| -26% | -$10.5K | ﹤0.01% | 940 |
|
|
2016
Q2 | $44K | Sell |
2,498
-610
| -20% | -$10.7K | 0.01% | 777 |
|
|
2016
Q1 | $46K | Buy |
+3,108
| New | +$46K | 0.01% | 725 |
|