Stanford Investment Group’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-200
| Closed | -$25K | – | 308 |
|
|
2016
Q4 | $25K | Hold |
200
| – | – | 0.01% | 226 |
|
|
2016
Q3 | $21K | Hold |
200
| – | – | 0.01% | 258 |
|
|
2016
Q2 | $20K | Hold |
200
| – | – | 0.01% | 252 |
|
|
2016
Q1 | $20K | Hold |
200
| – | – | 0.01% | 246 |
|
|
2015
Q4 | $19K | Hold |
200
| – | – | 0.01% | 228 |
|
|
2015
Q3 | $21K | Hold |
200
| – | – | 0.02% | 220 |
|
|
2015
Q2 | $20K | Buy |
200
+50
| +33% | +$5K | 0.02% | 233 |
|
|
2015
Q1 | $13K | Hold |
150
| – | – | 0.01% | 270 |
|
|
2014
Q4 | $13K | Buy |
+150
| New | +$13K | 0.01% | 266 |
|