Zurich Cantonal Bank’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 |
-17,140
| Closed | -$408K | – | 2944 |
|
|
2022
Q2 | $408K | Hold |
17,140
| – | – | ﹤0.01% | 1354 |
|
|
2022
Q1 | $407K | Hold |
17,140
| – | – | ﹤0.01% | 1459 |
|
|
2021
Q4 | $407K | Buy |
17,140
+2,597
| +18% | +$61.7K | ﹤0.01% | 1612 |
|
|
2021
Q3 | $338K | Buy |
+14,543
| New | +$338K | ﹤0.01% | 1556 |
|
|
2021
Q1 | – | Sell |
-17,230
| Closed | -$227K | – | 2670 |
|
|
2020
Q4 | $227K | Hold |
17,230
| – | – | ﹤0.01% | 1765 |
|
|
2020
Q3 | $106K | Hold |
17,230
| – | – | ﹤0.01% | 1961 |
|
|
2020
Q2 | $105K | Buy |
17,230
+4,962
| +40% | +$30.2K | ﹤0.01% | 1917 |
|
|
2020
Q1 | $63K | Buy |
12,268
+4,801
| +64% | +$24.7K | ﹤0.01% | 1843 |
|
|
2019
Q4 | $117K | Hold |
7,467
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q3 | $126K | Hold |
7,467
| – | – | ﹤0.01% | 1490 |
|
|
2019
Q2 | $125K | Hold |
7,467
| – | – | ﹤0.01% | 1492 |
|
|
2019
Q1 | $122K | Sell |
7,467
-1,149
| -13% | -$18.8K | ﹤0.01% | 1458 |
|
|
2018
Q4 | $96K | Hold |
8,616
| – | – | ﹤0.01% | 1624 |
|
|
2018
Q3 | $180K | Buy |
8,616
+886
| +11% | +$18.5K | ﹤0.01% | 1365 |
|
|
2018
Q2 | $172K | Hold |
7,730
| – | – | ﹤0.01% | 1332 |
|
|
2018
Q1 | $150K | Hold |
7,730
| – | – | ﹤0.01% | 1370 |
|
|
2017
Q4 | $182K | Buy |
7,730
+2,268
| +42% | +$53.4K | ﹤0.01% | 1240 |
|
|
2017
Q3 | $126K | Hold |
5,462
| – | – | ﹤0.01% | 1259 |
|
|
2017
Q2 | $103K | Buy |
5,462
+496
| +10% | +$9.35K | ﹤0.01% | 1357 |
|
|
2017
Q1 | $97K | Hold |
4,966
| – | – | ﹤0.01% | 1382 |
|
|
2016
Q4 | $96K | Hold |
4,966
| – | – | ﹤0.01% | 1328 |
|
|
2016
Q3 | $81K | Buy |
4,966
+478
| +11% | +$7.8K | ﹤0.01% | 1393 |
|
|
2016
Q2 | $79K | Hold |
4,488
| – | – | ﹤0.01% | 1277 |
|
|
2016
Q1 | $66K | Buy |
+4,488
| New | +$66K | ﹤0.01% | 1325 |
|