Steward Partners Investment Advisory’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-104
| Closed | -$7.58K | – | 3685 |
|
|
2023
Q4 | $7.58K | Hold |
104
| – | – | ﹤0.01% | 2813 |
|
|
2023
Q3 | $6.18K | Sell |
104
-50
| -32% | -$2.97K | ﹤0.01% | 2759 |
|
|
2023
Q2 | $10.3K | Hold |
154
| – | – | ﹤0.01% | 2561 |
|
|
2023
Q1 | $8.89K | Sell |
154
-40
| -21% | -$2.31K | ﹤0.01% | 2580 |
|
|
2022
Q4 | $10.2K | Sell |
194
-250
| -56% | -$13.2K | ﹤0.01% | 2534 |
|
|
2022
Q3 | $24K | Sell |
444
-109
| -20% | -$5.89K | ﹤0.01% | 2150 |
|
|
2022
Q2 | $27K | Sell |
553
-14
| -2% | -$684 | ﹤0.01% | 2098 |
|
|
2022
Q1 | $31K | Hold |
567
| – | – | ﹤0.01% | 2163 |
|
|
2021
Q4 | $42K | Sell |
567
-100
| -15% | -$7.41K | ﹤0.01% | 2000 |
|
|
2021
Q3 | $48K | Buy |
667
+100
| +18% | +$7.2K | ﹤0.01% | 1920 |
|
|
2021
Q2 | $39K | Sell |
567
-250
| -31% | -$17.2K | ﹤0.01% | 3821 |
|
|
2021
Q1 | $62.7K | Hold |
817
| – | – | ﹤0.01% | 1868 |
|
|
2020
Q4 | $49K | Buy |
817
+757
| +1,262% | +$45.4K | ﹤0.01% | 1684 |
|
|
2020
Q3 | $3K | Buy |
60
+14
| +30% | +$700 | ﹤0.01% | 2533 |
|
|
2020
Q2 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 2426 |
|