Kapitalo Investimentos’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,096
| Closed | -$207K | – | 232 |
|
|
2024
Q2 | $207K | Buy |
+2,096
| New | +$207K | 0.06% | 148 |
|
|
2024
Q1 | – | Sell |
-645
| Closed | -$59.8K | – | 561 |
|
|
2023
Q4 | $59.8K | Buy |
+645
| New | +$59.8K | 0.01% | 445 |
|
|
2023
Q2 | – | Sell |
-1,561
| Closed | -$114K | – | 717 |
|
|
2023
Q1 | $114K | Buy |
+1,561
| New | +$114K | 0.04% | 298 |
|