Piedmont Investment Advisors’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 |
-4,274
| Closed | -$303K | – | 899 |
|
|
2019
Q4 | $303K | Sell |
4,274
-795
| -16% | -$56.4K | 0.01% | 749 |
|
|
2019
Q3 | $328K | Sell |
5,069
-390
| -7% | -$25.2K | 0.01% | 707 |
|
|
2019
Q2 | $399K | Buy |
+5,459
| New | +$399K | 0.02% | 643 |
|
|
2018
Q3 | – | Sell |
-26,063
| Closed | -$2.27M | – | 2298 |
|
|
2018
Q2 | $2.27M | Buy |
+26,063
| New | +$2.27M | 0.11% | 196 |
|