Neuburgh Advisers’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $335K | Hold |
5,184
| – | – | 0.01% | 561 |
|
|
2019
Q2 | $379K | Hold |
5,184
| – | – | 0.01% | 531 |
|
|
2019
Q1 | $349K | Hold |
5,184
| – | – | 0.01% | 538 |
|
|
2018
Q4 | $345K | Hold |
5,184
| – | – | 0.01% | 496 |
|
|
2018
Q3 | $440K | Buy |
5,184
+1,440
| +38% | +$122K | 0.01% | 496 |
|
|
2018
Q2 | $326K | Hold |
3,744
| – | – | 0.01% | 527 |
|
|
2018
Q1 | $322K | Hold |
3,744
| – | – | 0.01% | 526 |
|
|
2017
Q4 | $308K | Buy |
3,744
+912
| +32% | +$75K | 0.01% | 548 |
|
|
2017
Q3 | $222K | Buy |
2,832
+192
| +7% | +$15.1K | 0.01% | 581 |
|
|
2017
Q2 | $202K | Buy |
2,640
+1,088
| +70% | +$83.2K | 0.01% | 567 |
|
|
2017
Q1 | $107K | Sell |
1,552
-48
| -3% | -$3.31K | ﹤0.01% | 605 |
|
|
2016
Q4 | $116K | Buy |
+1,600
| New | +$116K | 0.01% | 565 |
|