FDx Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,289
| Closed | -$213K | – | 658 |
|
|
2019
Q3 | $213K | Sell |
3,289
-921
| -22% | -$59.6K | 0.01% | 589 |
|
|
2019
Q2 | $308K | Buy |
+4,210
| New | +$308K | 0.01% | 626 |
|
|
2018
Q1 | – | Sell |
-4,935
| Closed | -$406K | – | 1272 |
|
|
2017
Q4 | $406K | Sell |
4,935
-413
| -8% | -$34K | 0.01% | 887 |
|
|
2017
Q3 | $419K | Buy |
5,348
+219
| +4% | +$17.2K | 0.01% | 884 |
|
|
2017
Q2 | $392K | Sell |
5,129
-1,039
| -17% | -$79.4K | 0.01% | 866 |
|
|
2017
Q1 | $426K | Sell |
6,168
-109
| -2% | -$7.53K | 0.01% | 837 |
|
|
2016
Q4 | $456K | Buy |
6,277
+324
| +5% | +$23.5K | 0.01% | 810 |
|
|
2016
Q3 | $331K | Buy |
+5,953
| New | +$331K | 0.01% | 743 |
|