Guardian Wealth Management’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$33.4K | – | 235 |
|
|
2023
Q2 | $33.4K | Hold |
100
| – | – | 0.03% | 122 |
|
|
2023
Q1 | $32.1K | Sell |
100
-12
| -11% | -$3.85K | 0.03% | 127 |
|
|
2022
Q4 | $26.4K | Hold |
112
| – | – | 0.03% | 132 |
|
|
2022
Q3 | $24K | Buy |
112
+1
| +0.9% | +$214 | 0.03% | 133 |
|
|
2022
Q2 | $22K | Hold |
111
| – | – | 0.02% | 138 |
|
|
2022
Q1 | $24K | Hold |
111
| – | – | 0.02% | 145 |
|
|
2021
Q4 | $27K | Buy |
+111
| New | +$27K | 0.03% | 137 |
|