WFG Advisors’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $162K | Buy |
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|
2017
Q1 | $108K | Buy |
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|
2016
Q4 | $101K | Buy |
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|
2016
Q3 | $85K | Buy |
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|
2016
Q2 | $30K | Sell |
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|
2016
Q1 | $59K | Buy |
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|
2015
Q4 | $28K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $651K | Sell |
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|
2014
Q4 | $793K | Sell |
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|
2014
Q3 | $887K | Sell |
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|
2014
Q2 | $879K | Sell |
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|
2014
Q1 | $1.58M | Buy |
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|
2013
Q4 | $1.55M | Buy |
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|
2013
Q3 | $428K | Buy |
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|
2013
Q2 | $215K | Buy |
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