C.M. Bidwell & Associates’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-820
| Closed | -$80.8K | – | 551 |
|
|
2024
Q2 | $80.8K | Hold |
820
| – | – | 0.05% | 199 |
|
|
2024
Q1 | $85.6K | Sell |
820
-9
| -1% | -$940 | 0.06% | 191 |
|
|
2023
Q4 | $76.9K | Buy |
+829
| New | +$76.9K | 0.06% | 183 |
|
|
2021
Q4 | – | Sell |
-290
| Closed | -$23K | – | 646 |
|
|
2021
Q3 | $23K | Hold |
290
| – | – | 0.02% | 348 |
|
|
2021
Q2 | $22K | Hold |
290
| – | – | 0.01% | 348 |
|
|
2021
Q1 | $22K | Hold |
290
| – | – | 0.02% | 345 |
|
|
2020
Q4 | $18K | Sell |
290
-200
| -41% | -$12.4K | 0.01% | 340 |
|
|
2020
Q3 | $20K | Sell |
490
-110
| -18% | -$4.49K | 0.02% | 307 |
|
|
2020
Q2 | $26K | Buy |
+600
| New | +$26K | 0.02% | 287 |
|
|
2019
Q1 | – | Sell |
-1,265
| Closed | -$84K | – | 480 |
|
|
2018
Q4 | $84K | Buy |
1,265
+935
| +283% | +$62.1K | 0.09% | 194 |
|
|
2018
Q3 | $28K | Hold |
330
| – | – | 0.03% | 270 |
|
|
2018
Q2 | $29K | Buy |
+330
| New | +$29K | 0.03% | 280 |
|
|
2018
Q1 | – | Sell |
-480
| Closed | -$40K | – | 445 |
|
|
2017
Q4 | $40K | Buy |
480
+365
| +317% | +$30.4K | 0.03% | 257 |
|
|
2017
Q3 | $9K | Sell |
115
-140
| -55% | -$11K | 0.01% | 215 |
|
|
2017
Q2 | $19K | Buy |
+255
| New | +$19K | ﹤0.01% | 224 |
|
|
2014
Q4 | – | Sell |
-3,095
| Closed | -$138K | – | 257 |
|
|
2014
Q3 | $138K | Buy |
+3,095
| New | +$138K | 0.03% | 181 |
|
|
2014
Q1 | – | Sell |
-1,410
| Closed | -$65K | – | 269 |
|
|
2013
Q4 | $65K | Buy |
+1,410
| New | +$65K | 0.02% | 206 |
|