First Personal Financial Services’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-183
| Closed | -$16K | – | 946 |
|
|
2018
Q1 | $16K | Hold |
183
| – | – | ﹤0.01% | 681 |
|
|
2017
Q4 | $15K | Sell |
183
-20
| -10% | -$1.64K | ﹤0.01% | 708 |
|
|
2017
Q3 | $16K | Sell |
203
-98
| -33% | -$7.72K | ﹤0.01% | 626 |
|
|
2017
Q2 | $23K | Buy |
301
+51
| +20% | +$3.9K | 0.01% | 559 |
|
|
2017
Q1 | $17K | Hold |
250
| – | – | ﹤0.01% | 598 |
|
|
2016
Q4 | $18K | Sell |
250
-14
| -5% | -$1.01K | ﹤0.01% | 572 |
|
|
2016
Q3 | $15K | Hold |
264
| – | – | ﹤0.01% | 493 |
|
|
2016
Q2 | $13K | Buy |
+264
| New | +$13K | ﹤0.01% | 507 |
|