Veritable’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,800
| Closed | -$360K | – | 821 |
|
|
2019
Q4 | $360K | Sell |
6,800
-5,300
| -44% | -$281K | 0.01% | 607 |
|
|
2019
Q3 | $464K | Sell |
12,100
-2,000
| -14% | -$76.7K | 0.01% | 526 |
|
|
2019
Q2 | $545K | Hold |
14,100
| – | – | 0.01% | 474 |
|
|
2019
Q1 | $439K | Sell |
14,100
-1,975
| -12% | -$61.5K | 0.01% | 537 |
|
|
2018
Q4 | $389K | Buy |
16,075
+6,000
| +60% | +$145K | 0.01% | 525 |
|
|
2018
Q3 | $334K | Hold |
10,075
| – | – | 0.01% | 605 |
|
|
2018
Q2 | $409K | Sell |
10,075
-1,000
| -9% | -$40.6K | 0.01% | 541 |
|
|
2018
Q1 | $416K | Sell |
11,075
-3,100
| -22% | -$116K | 0.01% | 535 |
|
|
2017
Q4 | $788K | Buy |
14,175
+3,400
| +32% | +$189K | 0.02% | 385 |
|
|
2017
Q3 | $482K | Sell |
10,775
-175
| -2% | -$7.83K | 0.01% | 497 |
|
|
2017
Q2 | $383K | Hold |
10,950
| – | – | 0.01% | 568 |
|
|
2017
Q1 | $320K | Buy |
10,950
+3,650
| +50% | +$107K | 0.01% | 587 |
|
|
2016
Q4 | $231K | Sell |
7,300
-1,200
| -14% | -$38K | 0.01% | 656 |
|
|
2016
Q3 | $200K | Buy |
+8,500
| New | +$200K | 0.01% | 694 |
|
|
2015
Q2 | – | Sell |
-14,809
| Closed | -$315K | – | 876 |
|
|
2015
Q1 | $315K | Buy |
14,809
+109
| +0.7% | +$2.32K | 0.01% | 731 |
|
|
2014
Q4 | $320K | Buy |
14,700
+3,000
| +26% | +$65.3K | 0.01% | 725 |
|
|
2014
Q3 | $255K | Buy |
+11,700
| New | +$255K | 0.01% | 821 |
|