Aviva’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 |
-26,130
| Closed | -$2.09M | – | 1077 |
|
|
2022
Q2 | $2.09M | Sell |
26,130
-6,500
| -20% | -$521K | 0.01% | 779 |
|
|
2022
Q1 | $3.03M | Hold |
32,630
| – | – | 0.02% | 701 |
|
|
2021
Q4 | $2.96M | Sell |
32,630
-13,213
| -29% | -$1.2M | 0.01% | 701 |
|
|
2021
Q3 | $3.68M | Buy |
45,843
+3,686
| +9% | +$296K | 0.02% | 656 |
|
|
2021
Q2 | $3.19M | Hold |
42,157
| – | – | 0.01% | 693 |
|
|
2021
Q1 | $3.2M | Buy |
42,157
+3,401
| +9% | +$258K | 0.02% | 626 |
|
|
2020
Q4 | $2.37M | Hold |
38,756
| – | – | 0.01% | 648 |
|
|
2020
Q3 | $1.55M | Hold |
38,756
| – | – | 0.01% | 819 |
|
|
2020
Q2 | $1.69M | Buy |
38,756
+7,346
| +23% | +$321K | 0.01% | 796 |
|
|
2020
Q1 | $1.03M | Buy |
31,410
+11,006
| +54% | +$362K | 0.01% | 839 |
|
|
2019
Q4 | $1.45M | Hold |
20,404
| – | – | 0.01% | 860 |
|
|
2019
Q3 | $1.32M | Hold |
20,404
| – | – | 0.01% | 705 |
|
|
2019
Q2 | $1.49M | Buy |
+20,404
| New | +$1.49M | 0.01% | 710 |
|