CIBC World Market’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,783
| Closed | -$2.35M | – | 1241 |
|
|
2022
Q4 | $2.35M | Hold |
27,783
| – | – | 0.01% | 453 |
|
|
2022
Q3 | $2.27M | Sell |
27,783
-731
| -3% | -$59.6K | 0.01% | 447 |
|
|
2022
Q2 | $2.29M | Buy |
28,514
+2,231
| +8% | +$179K | 0.01% | 456 |
|
|
2022
Q1 | $2.44M | Buy |
+26,283
| New | +$2.44M | 0.01% | 501 |
|
|
2020
Q1 | – | Sell |
-2,902
| Closed | -$206K | – | 1112 |
|
|
2019
Q4 | $206K | Sell |
2,902
-1,330
| -31% | -$94.4K | ﹤0.01% | 1003 |
|
|
2019
Q3 | $274K | Sell |
4,232
-1,774
| -30% | -$115K | ﹤0.01% | 883 |
|
|
2019
Q2 | $439K | Sell |
6,006
-132
| -2% | -$9.65K | ﹤0.01% | 801 |
|
|
2019
Q1 | $413K | Sell |
6,138
-453
| -7% | -$30.5K | ﹤0.01% | 840 |
|
|
2018
Q4 | $438K | Sell |
6,591
-111
| -2% | -$7.38K | ﹤0.01% | 769 |
|
|
2018
Q3 | $569K | Buy |
6,702
+3,028
| +82% | +$257K | ﹤0.01% | 795 |
|
|
2018
Q2 | $320K | Buy |
3,674
+237
| +7% | +$20.6K | ﹤0.01% | 920 |
|
|
2018
Q1 | $296K | Buy |
+3,437
| New | +$296K | ﹤0.01% | 950 |
|