Petrus Trust Company’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 |
-4,206
| Closed | -$355K | – | 708 |
|
|
2022
Q4 | $355K | Buy |
+4,206
| New | +$355K | 0.05% | 194 |
|
|
2019
Q3 | – | Sell |
-2,954
| Closed | -$216K | – | 360 |
|
|
2019
Q2 | $216K | Sell |
2,954
-1,325
| -31% | -$96.9K | 0.04% | 208 |
|
|
2019
Q1 | $288K | Buy |
4,279
+542
| +15% | +$36.5K | 0.06% | 125 |
|
|
2018
Q4 | $248K | Buy |
+3,737
| New | +$248K | 0.05% | 127 |
|
|
2017
Q2 | – | Sell |
-2,901
| Closed | -$201K | – | 220 |
|
|
2017
Q1 | $201K | Buy |
+2,901
| New | +$201K | 0.05% | 161 |
|