Assured 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-91,209
| Closed | -$6.14M | – | 858 |
|
|
2019
Q1 | $6.14M | Buy |
91,209
+75,367
| +476% | +$5.07M | 0.07% | 110 |
|
|
2018
Q4 | $1.05M | Sell |
15,842
-5,036
| -24% | -$335K | 0.03% | 423 |
|
|
2018
Q3 | $1.77M | Buy |
20,878
+14,125
| +209% | +$1.2M | 0.03% | 415 |
|
|
2018
Q2 | $588K | Buy |
6,753
+6,512
| +2,702% | +$567K | 0.01% | 739 |
|
|
2018
Q1 | $21K | Buy |
+241
| New | +$21K | ﹤0.01% | 1078 |
|
|
2017
Q4 | – | Sell |
-18,400
| Closed | -$1.44M | – | 635 |
|
|
2017
Q3 | $1.44M | Buy |
18,400
+4,235
| +30% | +$332K | 0.03% | 343 |
|
|
2017
Q2 | $1.08M | Buy |
14,165
+13,417
| +1,794% | +$1.03M | 0.02% | 333 |
|
|
2017
Q1 | $52K | Buy |
+748
| New | +$52K | ﹤0.01% | 532 |
|