Elkfork Partners’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $586K | Hold |
9,072
| – | – | 0.01% | 535 |
|
|
2019
Q2 | $664K | Hold |
9,072
| – | – | 0.02% | 500 |
|
|
2019
Q1 | $611K | Hold |
9,072
| – | – | 0.02% | 510 |
|
|
2018
Q4 | $603K | Hold |
9,072
| – | – | 0.02% | 468 |
|
|
2018
Q3 | $771K | Buy |
9,072
+2,520
| +38% | +$214K | 0.02% | 454 |
|
|
2018
Q2 | $570K | Hold |
6,552
| – | – | 0.01% | 491 |
|
|
2018
Q1 | $564K | Hold |
6,552
| – | – | 0.02% | 489 |
|
|
2017
Q4 | $540K | Buy |
6,552
+1,596
| +32% | +$132K | 0.01% | 517 |
|
|
2017
Q3 | $388K | Buy |
4,956
+336
| +7% | +$26.3K | 0.01% | 555 |
|
|
2017
Q2 | $353K | Buy |
4,620
+1,904
| +70% | +$145K | 0.01% | 568 |
|
|
2017
Q1 | $188K | Sell |
2,716
-84
| -3% | -$5.81K | 0.01% | 600 |
|
|
2016
Q4 | $203K | Buy |
+2,800
| New | +$203K | 0.01% | 570 |
|