Horizon 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
Q4 | – | Sell |
-18
| Closed | -$1.95K | – | 926 |
|
|
2024
Q3 | $1.95K | Buy |
18
+7
| +64% | +$757 | ﹤0.01% | 703 |
|
|
2024
Q2 | $1.08K | Hold |
11
| – | – | ﹤0.01% | 748 |
|
|
2024
Q1 | $1.14K | Buy |
11
+5
| +83% | +$520 | ﹤0.01% | 731 |
|
|
2023
Q4 | $554 | Buy |
6
+3
| +100% | +$277 | ﹤0.01% | 713 |
|
|
2023
Q3 | $225 | Buy |
+3
| New | +$225 | ﹤0.01% | 769 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$217 | – | 800 |
|
|
2023
Q1 | $217 | Buy |
+3
| New | +$217 | ﹤0.01% | 750 |
|