Disciplined Investments’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 |
-12
| Closed | -$871 | – | 1573 |
|
|
2023
Q2 | $871 | Sell |
12
-2
| -14% | -$145 | ﹤0.01% | 1024 |
|
|
2023
Q1 | $1.02K | Buy |
14
+3
| +27% | +$219 | ﹤0.01% | 944 |
|
|
2022
Q4 | $930 | Sell |
11
-3
| -21% | -$254 | ﹤0.01% | 937 |
|
|
2022
Q3 | $1K | Sell |
14
-1
| -7% | -$71 | ﹤0.01% | 1142 |
|
|
2022
Q2 | $1K | Buy |
15
+1
| +7% | +$67 | ﹤0.01% | 1173 |
|
|
2022
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1241 |
|