New York Life Investment Management’s Winmark WINA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,609
Closed -$615K 1408
2022
Q4
$615K Buy
2,609
+307
+13% +$72.4K 0.01% 753
2022
Q3
$498K Buy
2,302
+182
+9% +$39.4K 0.01% 751
2022
Q2
$415K Buy
+2,120
New +$415K ﹤0.01% 916