Advisornet Financial’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-875
| Closed | -$168K | – | 2003 |
|
|
2021
Q2 | $168K | Hold |
875
| – | – | 0.01% | 636 |
|
|
2021
Q1 | $163K | Hold |
875
| – | – | 0.01% | 614 |
|
|
2020
Q4 | $163K | Hold |
875
| – | – | 0.01% | 551 |
|
|
2020
Q3 | $151K | Hold |
875
| – | – | 0.01% | 555 |
|
|
2020
Q2 | $150K | Hold |
875
| – | – | 0.01% | 564 |
|
|
2020
Q1 | $111K | Hold |
875
| – | – | 0.01% | 587 |
|
|
2019
Q4 | $174K | Hold |
875
| – | – | 0.01% | 532 |
|
|
2019
Q3 | $154K | Hold |
875
| – | – | 0.01% | 565 |
|
|
2019
Q2 | $152K | Hold |
875
| – | – | 0.02% | 501 |
|
|
2019
Q1 | $165K | Hold |
875
| – | – | 0.02% | 454 |
|
|
2018
Q4 | $139K | Hold |
875
| – | – | 0.02% | 454 |
|
|
2018
Q3 | $145K | Hold |
875
| – | – | 0.02% | 471 |
|
|
2018
Q2 | $130K | Hold |
875
| – | – | 0.02% | 471 |
|
|
2018
Q1 | $114K | Hold |
875
| – | – | 0.02% | 500 |
|
|
2017
Q4 | $113K | Buy |
+875
| New | +$113K | 0.02% | 456 |
|