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Wealthcare Advisory Partners’s Winmark WINA Stock Holding History

Wealthcare Advisory Partners’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5
Closed -$1K – 1600
2019
Q4 		$1K Buy
+5
New +$901 ﹤0.01% 1354

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Wealthcare Advisory Partners's WINA Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of Winmark (WINA) in Q1 2020, closing a stake of 5 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in WINA in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 98 funds tracked by Wall St. Rank hold WINA as of Q1 2020.

  • Wealthcare Advisory Partners reported no remaining Winmark position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5 Winmark shares in Q1 2020, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Winmark in Q4 2019 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Winmark position peaked at $1K in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Winmark as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.