Oakbrook Investments’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,300
| Closed | -$447K | – | 522 |
|
|
2019
Q4 | $447K | Buy |
6,300
+100
| +2% | +$7.1K | 0.09% | 359 |
|
|
2019
Q3 | $401K | Hold |
6,200
| – | – | 0.03% | 431 |
|
|
2019
Q2 | $454K | Hold |
6,200
| – | – | 0.03% | 410 |
|
|
2019
Q1 | $417K | Buy |
6,200
+450
| +8% | +$30.3K | 0.03% | 429 |
|
|
2018
Q4 | $382K | Sell |
5,750
-1,200
| -17% | -$79.7K | 0.03% | 423 |
|
|
2018
Q3 | $590K | Buy |
6,950
+1,800
| +35% | +$153K | 0.03% | 412 |
|
|
2018
Q2 | $448K | Buy |
5,150
+900
| +21% | +$78.3K | 0.03% | 378 |
|
|
2018
Q1 | $366K | Buy |
4,250
+200
| +5% | +$17.2K | 0.02% | 423 |
|
|
2017
Q4 | $334K | Sell |
4,050
-200
| -5% | -$16.5K | 0.02% | 439 |
|
|
2017
Q3 | $333K | Buy |
+4,250
| New | +$333K | 0.02% | 422 |
|