Avantax Advisory Services’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,495
| Closed | -$494K | – | 2273 |
|
|
2024
Q3 | $494K | Buy |
8,495
+2,406
| +40% | +$140K | ﹤0.01% | 1415 |
|
|
2024
Q2 | $330K | Buy |
6,089
+2,813
| +86% | +$152K | ﹤0.01% | 1631 |
|
|
2024
Q1 | $242K | Buy |
+3,276
| New | +$242K | ﹤0.01% | 1429 |
|
|
2023
Q4 | – | Sell |
-5,438
| Closed | -$323K | – | 1682 |
|
|
2023
Q3 | $323K | Buy |
5,438
+3
| +0.1% | +$178 | ﹤0.01% | 1156 |
|
|
2023
Q2 | $362K | Buy |
5,435
+6
| +0.1% | +$400 | ﹤0.01% | 1085 |
|
|
2023
Q1 | $313K | Sell |
5,429
-20
| -0.4% | -$1.15K | ﹤0.01% | 1134 |
|
|
2022
Q4 | $287K | Buy |
5,449
+825
| +18% | +$43.5K | ﹤0.01% | 1129 |
|
|
2022
Q3 | $246K | Buy |
+4,624
| New | +$246K | ﹤0.01% | 1097 |
|