Ellevest Inc’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 |
-63
| Closed | -$4.6K | – | 1664 |
|
|
2023
Q1 | $4.6K | Buy |
63
+49
| +350% | +$3.58K | ﹤0.01% | 1223 |
|
|
2022
Q4 | $1.18K | Sell |
14
-10
| -42% | -$845 | ﹤0.01% | 1485 |
|
|
2022
Q3 | $2K | Sell |
24
-247
| -91% | -$20.6K | ﹤0.01% | 1389 |
|
|
2022
Q2 | $22K | Buy |
+271
| New | +$22K | ﹤0.01% | 739 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$2K | – | 1662 |
|
|
2021
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1215 |
|
|
2020
Q3 | – | Sell |
-451
| Closed | -$20K | – | 1347 |
|
|
2020
Q2 | $20K | Buy |
451
+369
| +450% | +$16.4K | ﹤0.01% | 493 |
|
|
2020
Q1 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 730 |
|