Coyle Financial Counsel’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 |
-3,919
| Closed | -$286K | – | 64 |
|
|
2023
Q1 | $286K | Hold |
3,919
| – | – | 0.13% | 53 |
|
|
2022
Q4 | $331K | Hold |
3,919
| – | – | 0.16% | 48 |
|
|
2022
Q3 | $320K | Sell |
3,919
-3,919
| -50% | -$320K | 0.21% | 46 |
|
|
2022
Q2 | $678K | Buy |
7,838
+3,919
| +100% | +$339K | 0.37% | 39 |
|
|
2022
Q1 | $364K | Hold |
3,919
| – | – | 0.19% | 54 |
|
|
2021
Q4 | $356K | Hold |
3,919
| – | – | 0.21% | 57 |
|
|
2021
Q3 | $315K | Hold |
3,919
| – | – | 0.18% | 57 |
|
|
2021
Q2 | $296K | Hold |
3,919
| – | – | 0.18% | 49 |
|
|
2021
Q1 | $297K | Sell |
3,919
-1,500
| -28% | -$114K | 0.21% | 49 |
|
|
2020
Q4 | $331K | Buy |
+5,419
| New | +$331K | 0.24% | 44 |
|
|
2020
Q2 | – | Sell |
-6,219
| Closed | -$204K | – | 51 |
|
|
2020
Q1 | $204K | Buy |
+6,219
| New | +$204K | 0.25% | 47 |
|
|
2019
Q4 | – | Sell |
-3,435
| Closed | -$222K | – | 64 |
|
|
2019
Q3 | $222K | Buy |
3,435
+14
| +0.4% | +$905 | 0.23% | 54 |
|
|
2019
Q2 | $250K | Buy |
+3,421
| New | +$250K | 0.22% | 51 |
|