United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,528
| Closed | -$517K | – | 1475 |
|
|
2019
Q2 | $517K | Sell |
13,528
-1,333
| -9% | -$50.9K | ﹤0.01% | 1032 |
|
|
2019
Q1 | $460K | Sell |
14,861
-2,543
| -15% | -$78.7K | ﹤0.01% | 996 |
|
|
2018
Q4 | $421K | Buy |
17,404
+4,194
| +32% | +$101K | ﹤0.01% | 964 |
|
|
2018
Q3 | $438K | Sell |
13,210
-194
| -1% | -$6.43K | ﹤0.01% | 995 |
|
|
2018
Q2 | $544K | Sell |
13,404
-572
| -4% | -$23.2K | ﹤0.01% | 925 |
|
|
2018
Q1 | $526K | Sell |
13,976
-5,553
| -28% | -$209K | ﹤0.01% | 943 |
|
|
2017
Q4 | $1.09M | Sell |
19,529
-6,893
| -26% | -$383K | 0.01% | 760 |
|
|
2017
Q3 | $1.18M | Sell |
26,422
-6,089
| -19% | -$272K | 0.01% | 730 |
|
|
2017
Q2 | $1.14M | Buy |
+32,511
| New | +$1.14M | 0.01% | 734 |
|