Berman Capital Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $19K | Buy |
240
+11
| +5% | +$871 | ﹤0.01% | 1003 |
|
|
2021
Q2 | $17K | Buy |
229
+18
| +9% | +$1.34K | ﹤0.01% | 975 |
|
|
2021
Q1 | $16K | Hold |
211
| – | – | ﹤0.01% | 878 |
|
|
2020
Q4 | $12K | Hold |
211
| – | – | ﹤0.01% | 861 |
|
|
2020
Q3 | $8K | Buy |
211
+1
| +0.5% | +$38 | ﹤0.01% | 898 |
|
|
2020
Q2 | $9K | Buy |
210
+141
| +204% | +$6.04K | ﹤0.01% | 821 |
|
|
2020
Q1 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 1197 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$2K | – | 1605 |
|
|
2019
Q2 | $2K | Sell |
36
-14
| -28% | -$778 | ﹤0.01% | 1247 |
|
|
2019
Q1 | $3K | Buy |
50
+42
| +525% | +$2.52K | ﹤0.01% | 1036 |
|
|
2018
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1285 |
|