AGF Investments LLC’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,220
| Closed | -$899K | – | 412 |
|
|
2022
Q2 | $899K | Buy |
11,220
+2,923
| +35% | +$234K | 0.08% | 166 |
|
|
2022
Q1 | $771K | Buy |
+8,297
| New | +$771K | 0.06% | 212 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$25K | – | 851 |
|
|
2018
Q3 | $25K | Sell |
300
-106
| -26% | -$8.83K | ﹤0.01% | 537 |
|
|
2018
Q2 | $36 | Buy |
+406
| New | +$36 | ﹤0.01% | 510 |
|
|
2017
Q4 | – | Sell |
-136
| Closed | -$11K | – | 826 |
|
|
2017
Q3 | $11K | Hold |
136
| – | – | ﹤0.01% | 484 |
|
|
2017
Q2 | $11K | Sell |
136
-128
| -48% | -$10.4K | ﹤0.01% | 456 |
|
|
2017
Q1 | $19K | Hold |
264
| – | – | ﹤0.01% | 385 |
|
|
2016
Q4 | $20K | Buy |
+264
| New | +$20K | 0.01% | 412 |
|