Financial Gravity Asset Management’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$351 | – | 2537 |
|
|
2024
Q1 | $351 | Buy |
+5
| New | +$351 | ﹤0.01% | 1480 |
|
|
2023
Q3 | – | Sell |
-67
| Closed | -$243 | – | 1785 |
|
|
2023
Q2 | $243 | Buy |
67
+9
| +16% | +$33 | ﹤0.01% | 1133 |
|
|
2023
Q1 | $1 | Buy |
58
+5
| +9% | – | ﹤0.01% | 1094 |
|
|
2022
Q4 | $177 | Buy |
+53
| New | +$177 | ﹤0.01% | 1001 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 942 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 769 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$336 | – | 931 |
|
|
2020
Q1 | $336 | Buy |
12
+6
| +100% | +$168 | ﹤0.01% | 628 |
|
|
2019
Q4 | $53K | Sell |
6
-3
| -33% | -$26.5K | 0.04% | 613 |
|
|
2019
Q3 | $0 | Buy |
9
+1
| +13% | – | ﹤0.01% | 1620 |
|
|
2019
Q2 | $0 | Sell |
8
-5
| -38% | – | ﹤0.01% | 1709 |
|
|
2019
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1578 |
|
|
2018
Q3 | $1K | Sell |
43
-9
| -17% | -$209 | ﹤0.01% | 1272 |
|
|
2018
Q2 | $2K | Sell |
52
-18
| -26% | -$692 | ﹤0.01% | 1039 |
|
|
2018
Q1 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 889 |
|