Gradient Investments’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,377
| Closed | -$220K | – | 1861 |
|
|
2023
Q4 | $220K | Hold |
2,377
| – | – | 0.01% | 325 |
|
|
2023
Q3 | $179K | Sell |
2,377
-5
| -0.2% | -$378 | ﹤0.01% | 328 |
|
|
2023
Q2 | $173K | Hold |
2,382
| – | – | ﹤0.01% | 340 |
|
|
2023
Q1 | $174K | Hold |
2,382
| – | – | ﹤0.01% | 306 |
|
|
2022
Q4 | $201K | Hold |
2,382
| – | – | 0.01% | 292 |
|
|
2022
Q3 | $194K | Hold |
2,382
| – | – | 0.01% | 287 |
|
|
2022
Q2 | $191K | Sell |
2,382
-2
| -0.1% | -$160 | 0.01% | 294 |
|
|
2022
Q1 | $222K | Sell |
2,384
-414
| -15% | -$38.6K | 0.01% | 278 |
|
|
2021
Q4 | $254K | Sell |
2,798
-3
| -0.1% | -$272 | 0.01% | 261 |
|
|
2021
Q3 | $225K | Sell |
2,801
-154
| -5% | -$12.4K | 0.01% | 267 |
|
|
2021
Q2 | $223K | Hold |
2,955
| – | – | 0.01% | 269 |
|
|
2021
Q1 | $224K | Hold |
2,955
| – | – | 0.01% | 276 |
|
|
2020
Q4 | $118K | Hold |
2,955
| – | – | 0.01% | 296 |
|
|
2020
Q3 | $118K | Hold |
2,955
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $129K | Hold |
2,955
| – | – | 0.01% | 274 |
|
|
2020
Q1 | $97K | Hold |
2,955
| – | – | 0.01% | 277 |
|
|
2019
Q4 | $210K | Hold |
2,955
| – | – | 0.01% | 257 |
|
|
2019
Q3 | $191K | Buy |
+2,955
| New | +$191K | 0.01% | 259 |
|