Greenwood Capital Associates’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-2,945
| Closed | -$250K | – | 209 |
|
2018
Q3 | $250K | Buy |
2,945
+33
| +1% | +$2.8K | 0.05% | 164 |
|
2018
Q2 | $253K | Sell |
2,912
-1,304
| -31% | -$113K | 0.06% | 162 |
|
2018
Q1 | $363K | Buy |
4,216
+307
| +8% | +$26.4K | 0.09% | 127 |
|
2017
Q4 | $322K | Sell |
3,909
-333
| -8% | -$27.4K | 0.08% | 150 |
|
2017
Q3 | $332K | Sell |
4,242
-157
| -4% | -$12.3K | 0.08% | 136 |
|
2017
Q2 | $336K | Buy |
4,399
+78
| +2% | +$5.96K | 0.09% | 127 |
|
2017
Q1 | $299K | Buy |
4,321
+1,018
| +31% | +$70.4K | 0.08% | 148 |
|
2016
Q4 | $240K | Buy |
+3,303
| New | +$240K | 0.07% | 151 |
|