Sterling Investment Advisors (Pennsylvania)’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$66K | – | 431 |
|
|
2018
Q3 | $66K | Hold |
2,000
| – | – | 0.03% | 195 |
|
|
2018
Q2 | $81K | Buy |
2,000
+1,000
| +100% | +$40.5K | 0.05% | 158 |
|
|
2018
Q1 | $38K | Buy |
+1,000
| New | +$38K | 0.02% | 225 |
|
|
2017
Q3 | – | Sell |
-4,000
| Closed | -$140K | – | 372 |
|
|
2017
Q2 | $140K | Hold |
4,000
| – | – | 0.09% | 117 |
|
|
2017
Q1 | $117K | Hold |
4,000
| – | – | 0.08% | 118 |
|
|
2016
Q4 | $127K | Buy |
+4,000
| New | +$127K | 0.1% | 103 |
|