IndexIQ Advisors’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $387K | Sell |
1,758
-575
| -25% | -$127K | 0.01% | 865 |
|
2021
Q4 | $579K | Sell |
2,333
-79
| -3% | -$19.6K | 0.02% | 472 |
|
2021
Q3 | $519K | Buy |
2,412
+242
| +11% | +$52.1K | 0.02% | 522 |
|
2021
Q2 | $417K | Sell |
2,170
-2
| -0.1% | -$384 | 0.01% | 638 |
|
2021
Q1 | $405K | Buy |
+2,172
| New | +$405K | 0.01% | 591 |
|