Financial Advocates Investment Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,072
| Closed | -$554K | – | 796 |
|
|
2020
Q4 | $554K | Hold |
9,072
| – | – | 0.04% | 424 |
|
|
2020
Q3 | $363K | Hold |
9,072
| – | – | 0.03% | 429 |
|
|
2020
Q2 | $396K | Hold |
9,072
| – | – | 0.04% | 385 |
|
|
2020
Q1 | $298K | Hold |
9,072
| – | – | 0.04% | 351 |
|
|
2019
Q4 | $643K | Hold |
9,072
| – | – | 0.07% | 273 |
|
|
2019
Q3 | $586K | Hold |
9,072
| – | – | 0.07% | 262 |
|
|
2019
Q2 | $664K | Sell |
9,072
-2,070
| -19% | -$152K | 0.08% | 228 |
|
|
2019
Q1 | $750K | Sell |
11,142
-370
| -3% | -$24.9K | 0.09% | 210 |
|
|
2018
Q4 | $765K | Sell |
11,512
-646
| -5% | -$42.9K | 0.1% | 198 |
|
|
2018
Q3 | $1.03M | Buy |
12,158
+916
| +8% | +$77.8K | 0.12% | 182 |
|
|
2018
Q2 | $991K | Hold |
11,242
| – | – | 0.12% | 176 |
|
|
2018
Q1 | $967K | Sell |
11,242
-100
| -0.9% | -$8.6K | 0.13% | 171 |
|
|
2017
Q4 | $934K | Buy |
+11,342
| New | +$934K | 0.13% | 170 |
|