Howe & Rusling’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 |
-30
| Closed | -$3K | – | 958 |
|
|
2018
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 734 |
|
|
2017
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 740 |
|
|
2017
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 785 |
|
|
2017
Q2 | $2K | Sell |
30
-25
| -45% | -$1.67K | ﹤0.01% | 850 |
|
|
2017
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 720 |
|
|
2016
Q4 | $4K | Sell |
55
-35
| -39% | -$2.55K | ﹤0.01% | 734 |
|
|
2016
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 683 |
|
|
2016
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 648 |
|
|
2016
Q1 | $4K | Sell |
90
-96
| -52% | -$4.27K | ﹤0.01% | 734 |
|
|
2015
Q4 | $9K | Hold |
186
| – | – | ﹤0.01% | 532 |
|
|
2015
Q3 | $10K | Hold |
186
| – | – | ﹤0.01% | 506 |
|
|
2015
Q2 | $10K | Buy |
186
+101
| +119% | +$5.43K | ﹤0.01% | 527 |
|
|
2015
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 673 |
|
|
2014
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 677 |
|
|
2014
Q3 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 662 |
|