Winch Advisory Services’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 |
-152
| Closed | -$4K | – | 455 |
|
|
2022
Q2 | $4K | Hold |
152
| – | – | ﹤0.01% | 310 |
|
|
2022
Q1 | $4K | Hold |
152
| – | – | ﹤0.01% | 344 |
|
|
2021
Q4 | $4K | Hold |
152
| – | – | ﹤0.01% | 357 |
|
|
2021
Q3 | $4K | Hold |
152
| – | – | ﹤0.01% | 367 |
|
|
2021
Q2 | $4K | Hold |
152
| – | – | ﹤0.01% | 365 |
|
|
2021
Q1 | $2K | Hold |
152
| – | – | ﹤0.01% | 405 |
|
|
2020
Q4 | $2K | Hold |
152
| – | – | ﹤0.01% | 387 |
|
|
2020
Q3 | $1K | Hold |
152
| – | – | ﹤0.01% | 382 |
|
|
2020
Q2 | $1K | Hold |
152
| – | – | ﹤0.01% | 372 |
|
|
2020
Q1 | $1K | Sell |
152
-11,220
| -99% | -$73.8K | ﹤0.01% | 331 |
|
|
2019
Q4 | $178K | Hold |
11,372
| – | – | 0.08% | 67 |
|
|
2019
Q3 | $192K | Hold |
11,372
| – | – | 0.1% | 65 |
|
|
2019
Q2 | $190K | Sell |
11,372
-4,000
| -26% | -$66.8K | 0.1% | 64 |
|
|
2019
Q1 | $252K | Sell |
15,372
-1,000
| -6% | -$16.4K | 0.14% | 68 |
|
|
2018
Q4 | $182K | Hold |
16,372
| – | – | 0.1% | 69 |
|
|
2018
Q3 | $342K | Sell |
16,372
-5,000
| -23% | -$104K | 0.17% | 67 |
|
|
2018
Q2 | $477K | Hold |
21,372
| – | – | 0.26% | 53 |
|
|
2018
Q1 | $416K | Sell |
21,372
-3,780
| -15% | -$73.6K | 0.24% | 60 |
|
|
2017
Q4 | $591K | Sell |
25,152
-3,308
| -12% | -$77.7K | 0.36% | 47 |
|
|
2017
Q3 | $656K | Buy |
28,460
+28,308
| +18,624% | +$652K | 0.43% | 46 |
|
|
2017
Q2 | $3K | Buy |
152
+51
| +50% | +$1.01K | ﹤0.01% | 251 |
|
|
2017
Q1 | $2K | Sell |
101
-505
| -83% | -$10K | ﹤0.01% | 258 |
|
|
2016
Q4 | $12K | Hold |
606
| – | – | 0.01% | 147 |
|
|
2016
Q3 | $10K | Buy |
+606
| New | +$10K | 0.01% | 162 |
|
|
2016
Q2 | – | Sell |
-606
| Closed | -$9K | – | 291 |
|
|
2016
Q1 | $9K | Buy |
+606
| New | +$9K | 0.01% | 131 |
|