OneDigital Investment Advisors’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 |
-195
| Closed | -$34K | – | 1116 |
|
|
2019
Q2 | $34K | Hold |
195
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $37K | Hold |
195
| – | – | 0.01% | 559 |
|
|
2018
Q4 | $31K | Hold |
195
| – | – | 0.01% | 568 |
|
|
2018
Q3 | $32K | Hold |
195
| – | – | 0.01% | 520 |
|
|
2018
Q2 | $29K | Hold |
195
| – | – | 0.01% | 680 |
|
|
2018
Q1 | $26K | Hold |
195
| – | – | 0.01% | 718 |
|
|
2017
Q4 | $25K | Hold |
195
| – | – | ﹤0.01% | 729 |
|
|
2017
Q3 | $26K | Hold |
195
| – | – | 0.01% | 565 |
|
|
2017
Q2 | $25K | Buy |
+195
| New | +$25K | 0.01% | 681 |
|