Benjamin F. Edwards & Company’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$73K | – | 1852 |
|
|
2023
Q1 | $73K | Sell |
1,000
-60
| -6% | -$4.38K | ﹤0.01% | 1000 |
|
|
2022
Q4 | $90K | Hold |
1,060
| – | – | ﹤0.01% | 934 |
|
|
2022
Q3 | $86K | Hold |
1,060
| – | – | ﹤0.01% | 904 |
|
|
2022
Q2 | $85K | Hold |
1,060
| – | – | ﹤0.01% | 917 |
|
|
2022
Q1 | $99K | Hold |
1,060
| – | – | ﹤0.01% | 870 |
|
|
2021
Q4 | $96K | Buy |
1,060
+959
| +950% | +$86.9K | ﹤0.01% | 894 |
|
|
2021
Q3 | $8K | Hold |
101
| – | – | ﹤0.01% | 1444 |
|
|
2021
Q2 | $8K | Hold |
101
| – | – | ﹤0.01% | 1437 |
|
|
2021
Q1 | $8K | Hold |
101
| – | – | ﹤0.01% | 1426 |
|
|
2020
Q4 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 1380 |
|
|
2019
Q3 | – | Sell |
-1,088
| Closed | -$80K | – | 1981 |
|
|
2019
Q2 | $80K | Buy |
1,088
+88
| +9% | +$6.47K | 0.01% | 767 |
|
|
2019
Q1 | $67K | Hold |
1,000
| – | – | 0.01% | 795 |
|
|
2018
Q4 | $66K | Hold |
1,000
| – | – | 0.01% | 763 |
|
|
2018
Q3 | $85K | Hold |
1,000
| – | – | 0.01% | 725 |
|
|
2018
Q2 | $87K | Hold |
1,000
| – | – | 0.01% | 713 |
|
|
2018
Q1 | $86K | Sell |
1,000
-39
| -4% | -$3.35K | 0.01% | 718 |
|
|
2017
Q4 | $86K | Buy |
1,039
+1,000
| +2,564% | +$82.8K | 0.01% | 690 |
|
|
2017
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 1380 |
|
|
2017
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 1320 |
|
|
2017
Q1 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 1236 |
|