Plante Moran Financial Advisors’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-300
| Closed | -$22K | – | 1125 |
|
|
2021
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $20K | Buy |
+300
| New | +$20K | ﹤0.01% | 558 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$30K | – | 1157 |
|
|
2020
Q4 | $30K | Buy |
+500
| New | +$30K | 0.01% | 441 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 939 |
|