Arcadia Investment Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-470
| Closed | -$37K | – | 385 |
|
|
2017
Q3 | $37K | Hold |
470
| – | – | 0.01% | 245 |
|
|
2017
Q2 | $36K | Hold |
470
| – | – | 0.01% | 249 |
|
|
2017
Q1 | $32K | Buy |
+470
| New | +$32K | 0.01% | 270 |
|
|
2016
Q4 | – | Sell |
-815
| Closed | -$45K | – | 345 |
|
|
2016
Q3 | $45K | Hold |
815
| – | – | 0.02% | 207 |
|
|
2016
Q2 | $42K | Buy |
+815
| New | +$42K | 0.01% | 215 |
|