Meristem Family Wealth’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $276K | Buy |
2,966
+4
| +0.1% | +$372 | 0.03% | 274 |
|
|
2021
Q4 | $269K | Buy |
2,962
+4
| +0.1% | +$363 | 0.02% | 316 |
|
|
2021
Q3 | $238K | Buy |
2,958
+5
| +0.2% | +$402 | 0.02% | 355 |
|
|
2021
Q2 | $223K | Buy |
2,953
+4
| +0.1% | +$302 | 0.04% | 296 |
|
|
2021
Q1 | $224K | Buy |
+2,949
| New | +$224K | 0.05% | 211 |
|
|
2020
Q1 | – | Sell |
-2,919
| Closed | -$207K | – | 212 |
|
|
2019
Q4 | $207K | Buy |
+2,919
| New | +$207K | 0.05% | 187 |
|
|
2019
Q3 | – | Sell |
-2,911
| Closed | -$213K | – | 217 |
|
|
2019
Q2 | $213K | Buy |
+2,911
| New | +$213K | 0.07% | 157 |
|
|
2018
Q4 | – | Sell |
-2,901
| Closed | -$246K | – | 151 |
|
|
2018
Q3 | $246K | Buy |
2,901
+2
| +0.1% | +$170 | 0.08% | 118 |
|
|
2018
Q2 | $252K | Buy |
2,899
+3
| +0.1% | +$261 | 0.09% | 115 |
|
|
2018
Q1 | $249K | Buy |
2,896
+2
| +0.1% | +$172 | 0.09% | 113 |
|
|
2017
Q4 | $238K | Buy |
2,894
+2
| +0.1% | +$164 | 0.09% | 103 |
|
|
2017
Q3 | $226K | Buy |
+2,892
| New | +$226K | 0.09% | 100 |
|
|
2017
Q1 | – | Sell |
-2,886
| Closed | -$209K | – | 112 |
|
|
2016
Q4 | $209K | Buy |
+2,886
| New | +$209K | 0.09% | 99 |
|