Avity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,220
| Closed | -$205K | – | 71 |
|
|
2015
Q4 | $205K | Buy |
4,220
+20
| +0.5% | +$972 | 0.03% | 67 |
|
|
2015
Q3 | $204K | Hold |
4,200
| – | – | 0.03% | 67 |
|
|
2015
Q2 | $224K | Hold |
4,200
| – | – | 0.04% | 62 |
|
|
2015
Q1 | $206K | Buy |
+4,200
| New | +$206K | 0.03% | 64 |
|
|
2014
Q2 | – | Sell |
-4,200
| Closed | -$204K | – | 67 |
|
|
2014
Q1 | $204K | Buy |
+4,200
| New | +$204K | 0.04% | 53 |
|