Jupiter Investment Management’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-866
| Closed | -$149K | – | 500 |
|
|
2019
Q2 | $149K | Hold |
866
| – | – | ﹤0.01% | 310 |
|
|
2019
Q1 | $163K | Hold |
866
| – | – | ﹤0.01% | 327 |
|
|
2018
Q4 | $137K | Hold |
866
| – | – | ﹤0.01% | 335 |
|
|
2018
Q3 | $143K | Hold |
866
| – | – | ﹤0.01% | 341 |
|
|
2018
Q2 | $128K | Hold |
866
| – | – | ﹤0.01% | 352 |
|
|
2018
Q1 | $113K | Hold |
866
| – | – | ﹤0.01% | 347 |
|
|
2017
Q4 | $112K | Hold |
866
| – | – | ﹤0.01% | 326 |
|
|
2017
Q3 | $114K | Buy |
+866
| New | +$114K | ﹤0.01% | 312 |
|