Financial Gravity Asset Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-44
| Closed | -$4.53K | – | 2550 |
|
|
2024
Q1 | $4.53K | Buy |
+44
| New | +$4.53K | ﹤0.01% | 880 |
|
|
2023
Q4 | – | Hold |
0
| – | -$2 | – | 1501 |
|
|
2023
Q3 | – | Sell |
-73
| Closed | -$620 | – | 1224 |
|
|
2023
Q2 | $620 | Buy |
+73
| New | +$620 | ﹤0.01% | 956 |
|
|
2020
Q2 | – | Sell |
-11
| Closed | -$362 | – | 944 |
|
|
2020
Q1 | $362 | Buy |
+11
| New | +$362 | ﹤0.01% | 611 |
|
|
2019
Q2 | – | Sell |
-11
| Closed | -$1K | – | 1716 |
|
|
2019
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1217 |
|
|
2018
Q3 | $194K | Buy |
2,564
+306
| +14% | +$23.2K | 0.2% | 123 |
|
|
2018
Q2 | $201K | Buy |
+2,258
| New | +$201K | 0.19% | 110 |
|