JOYN Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-973
| Closed | -$65K | – | 1430 |
|
|
2018
Q4 | $65K | Buy |
973
+36
| +4% | +$2.41K | 0.01% | 276 |
|
|
2018
Q3 | $80K | Sell |
937
-7
| -0.7% | -$598 | 0.02% | 267 |
|
|
2018
Q2 | $82K | Sell |
944
-473
| -33% | -$41.1K | 0.02% | 263 |
|
|
2018
Q1 | $122K | Sell |
1,417
-1,627
| -53% | -$140K | 0.03% | 212 |
|
|
2017
Q4 | $251K | Buy |
+3,044
| New | +$251K | 0.05% | 142 |
|