Whittier Trust’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 |
-1,911
| Closed | -$45K | – | 1795 |
|
|
2022
Q2 | $45K | Hold |
1,911
| – | – | ﹤0.01% | 979 |
|
|
2022
Q1 | $45K | Hold |
1,911
| – | – | ﹤0.01% | 1002 |
|
|
2021
Q4 | $45K | Hold |
1,911
| – | – | ﹤0.01% | 1007 |
|
|
2021
Q3 | $44K | Sell |
1,911
-5,045
| -73% | -$116K | ﹤0.01% | 965 |
|
|
2021
Q2 | $161K | Hold |
6,956
| – | – | ﹤0.01% | 697 |
|
|
2021
Q1 | $113K | Hold |
6,956
| – | – | ﹤0.01% | 756 |
|
|
2020
Q4 | $92K | Hold |
6,956
| – | – | ﹤0.01% | 731 |
|
|
2020
Q3 | $43K | Buy |
6,956
+6,748
| +3,244% | +$41.7K | ﹤0.01% | 866 |
|
|
2020
Q2 | $1K | Hold |
208
| – | – | ﹤0.01% | 1382 |
|
|
2020
Q1 | $1K | Hold |
208
| – | – | ﹤0.01% | 1453 |
|
|
2019
Q4 | $3K | Buy |
+208
| New | +$3K | ﹤0.01% | 1335 |
|