Financial Gravity Asset Management’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$305 | – | 2538 |
|
|
2024
Q1 | $305 | Buy |
+1
| New | +$305 | ﹤0.01% | 1528 |
|
|
2023
Q3 | – | Sell |
-332
| Closed | -$242 | – | 1786 |
|
|
2023
Q2 | $242 | Buy |
332
+12
| +4% | +$9 | ﹤0.01% | 1137 |
|
|
2023
Q1 | $1 | Buy |
320
+84
| +36% | – | ﹤0.01% | 1095 |
|
|
2022
Q4 | $201 | Buy |
+236
| New | +$201 | ﹤0.01% | 944 |
|