CSat Investment Advisory’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-205
| Closed | -$8K | – | 975 |
|
|
2020
Q3 | $8K | Buy |
205
+26
| +15% | +$1.02K | ﹤0.01% | 1067 |
|
|
2020
Q2 | $8K | Sell |
179
-23
| -11% | -$1.03K | ﹤0.01% | 1075 |
|
|
2020
Q1 | $7K | Buy |
202
+39
| +24% | +$1.35K | ﹤0.01% | 984 |
|
|
2019
Q4 | $12K | Buy |
163
+20
| +14% | +$1.47K | ﹤0.01% | 947 |
|
|
2019
Q3 | $9K | Buy |
143
+20
| +16% | +$1.26K | ﹤0.01% | 969 |
|
|
2019
Q2 | $9K | Buy |
+123
| New | +$9K | ﹤0.01% | 924 |
|