CX Institutional’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,648
Closed -$410K 557
2023
Q2
$410K Sell
5,648
-13,616
-71% -$989K 0.02% 373
2023
Q1
$1.39M Buy
+19,264
New +$1.39M 0.07% 252