FORA Capital’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,816
| Closed | -$307K | – | 487 |
|
|
2021
Q3 | $307K | Buy |
+3,816
| New | +$307K | 0.08% | 275 |
|
|
2021
Q2 | – | Sell |
-1,740
| Closed | -$132K | – | 1184 |
|
|
2021
Q1 | $132K | Buy |
+1,740
| New | +$132K | 0.04% | 359 |
|
|
2020
Q2 | – | Sell |
-8,814
| Closed | -$290K | – | 1364 |
|
|
2020
Q1 | $290K | Buy |
8,814
+6,618
| +301% | +$218K | 0.06% | 356 |
|
|
2019
Q4 | $156K | Buy |
+2,196
| New | +$156K | 0.02% | 673 |
|