Northwest & Ethical Investments’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.85M | Sell |
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|
2023
Q1 | $11.9M | Hold |
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|
2022
Q4 | $8.79M | Sell |
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|
2022
Q3 | $8.75M | Hold |
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|
2022
Q2 | $7.91M | Sell |
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|
2022
Q1 | $13M | Buy |
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|
2021
Q4 | $13.4M | Hold |
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|
2021
Q3 | $11.6M | Hold |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $8.67M | Hold |
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|
2020
Q4 | $8.64M | Hold |
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|
2020
Q3 | $8M | Hold |
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|
2020
Q2 | $7.96M | Sell |
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|
2020
Q1 | $6.07M | Hold |
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|
2019
Q4 | $9.44M | Hold |
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|
2019
Q3 | $8.4M | Sell |
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|
2019
Q2 | $10.2M | Hold |
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|
2019
Q1 | $11.1M | Hold |
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|
2018
Q4 | $9.34M | Buy |
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|
2018
Q3 | $8.87M | Sell |
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|
2018
Q2 | $9.55M | Hold |
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|
2018
Q1 | $8.41M | Hold |
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|
2017
Q4 | $8.32M | Hold |
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|
2017
Q3 | $8.48M | Buy |
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|
2017
Q2 | $6.11M | Buy |
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