Mitsubishi UFJ Trust & Banking’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,284
| Closed | -$323K | – | 1162 |
|
|
2023
Q3 | $323K | Buy |
4,284
+761
| +22% | +$57.5K | ﹤0.01% | 978 |
|
|
2023
Q2 | $256K | Buy |
3,523
+284
| +9% | +$20.6K | ﹤0.01% | 1014 |
|
|
2023
Q1 | $236K | Buy |
3,239
+123
| +4% | +$8.97K | ﹤0.01% | 1041 |
|
|
2022
Q4 | $263K | Buy |
3,116
+27
| +0.9% | +$2.28K | ﹤0.01% | 981 |
|
|
2022
Q3 | $252K | Sell |
3,089
-321
| -9% | -$26.2K | ﹤0.01% | 984 |
|
|
2022
Q2 | $273K | Sell |
3,410
-670
| -16% | -$53.6K | ﹤0.01% | 1009 |
|
|
2022
Q1 | $379K | Sell |
4,080
-800
| -16% | -$74.3K | ﹤0.01% | 1119 |
|
|
2021
Q4 | $443K | Sell |
4,880
-179
| -4% | -$16.2K | ﹤0.01% | 1120 |
|
|
2021
Q3 | $407K | Hold |
5,059
| – | – | ﹤0.01% | 1142 |
|
|
2021
Q2 | $385K | Sell |
5,059
-307
| -6% | -$23.4K | ﹤0.01% | 1159 |
|
|
2021
Q1 | $328K | Sell |
5,366
-2,440
| -31% | -$149K | ﹤0.01% | 1132 |
|
|
2020
Q4 | $477K | Hold |
7,806
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q3 | $313K | Hold |
7,806
| – | – | ﹤0.01% | 1112 |
|
|
2020
Q2 | $340K | Buy |
7,806
+1,400
| +22% | +$61K | ﹤0.01% | 1084 |
|
|
2020
Q1 | $211K | Hold |
6,406
| – | – | ﹤0.01% | 1134 |
|
|
2019
Q4 | $454K | Buy |
6,406
+1,400
| +28% | +$99.2K | ﹤0.01% | 1088 |
|
|
2019
Q3 | $324K | Buy |
+5,006
| New | +$324K | ﹤0.01% | 1142 |
|