Axiom Investors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-35,229
| Closed | -$2.58M | – | 126 |
|
2019
Q2 | $2.58M | Sell |
35,229
-3,920
| -10% | -$287K | 0.07% | 90 |
|
2019
Q1 | $2.64M | Buy |
39,149
+3,530
| +10% | +$238K | 0.08% | 91 |
|
2018
Q4 | $2.37M | Sell |
35,619
-11,481
| -24% | -$763K | 0.08% | 102 |
|
2018
Q3 | $4M | Sell |
47,100
-10,805
| -19% | -$918K | 0.11% | 91 |
|
2018
Q2 | $5.04M | Sell |
57,905
-18,778
| -24% | -$1.63M | 0.15% | 80 |
|
2018
Q1 | $6.6M | Sell |
76,683
-7,470
| -9% | -$643K | 0.16% | 77 |
|
2017
Q4 | $6.93M | Buy |
84,153
+29,306
| +53% | +$2.41M | 0.17% | 72 |
|
2017
Q3 | $4.3M | Buy |
54,847
+21,780
| +66% | +$1.71M | 0.1% | 96 |
|
2017
Q2 | $2.53M | Sell |
33,067
-22,853
| -41% | -$1.75M | 0.06% | 113 |
|
2017
Q1 | $3.87M | Buy |
55,920
+19,414
| +53% | +$1.34M | 0.1% | 90 |
|
2016
Q4 | $2.65M | Buy |
+36,506
| New | +$2.65M | 0.08% | 111 |
|