One Wealth Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-171
| Closed | -$14.5K | – | 605 |
|
|
2022
Q4 | $14.5K | Buy |
+171
| New | +$14.5K | ﹤0.01% | 581 |
|
|
2019
Q2 | – | Sell |
-45
| Closed | -$3K | – | 498 |
|
|
2019
Q1 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 452 |
|
|
2018
Q4 | – | Sell |
-52
| Closed | -$4K | – | 481 |
|
|
2018
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 448 |
|
|
2018
Q2 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 405 |
|
|
2018
Q1 | – | Sell |
-73
| Closed | -$6K | – | 596 |
|
|
2017
Q4 | $6K | Buy |
+73
| New | +$6K | ﹤0.01% | 394 |
|