Private Vista’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $232K | Buy |
+5,314
| New | +$232K | 0.11% | 100 |
|
|
2020
Q1 | – | Sell |
-5,374
| Closed | -$380K | – | 165 |
|
|
2019
Q4 | $380K | Hold |
5,374
| – | – | 0.1% | 94 |
|
|
2019
Q3 | $348K | Hold |
5,374
| – | – | 0.09% | 103 |
|
|
2019
Q2 | $393K | Hold |
5,374
| – | – | 0.1% | 103 |
|
|
2019
Q1 | $361K | Buy |
5,374
+287
| +6% | +$19.3K | 0.09% | 111 |
|
|
2018
Q4 | $338K | Sell |
5,087
-450
| -8% | -$29.9K | 0.08% | 115 |
|
|
2018
Q3 | $467K | Hold |
5,537
| – | – | 0.1% | 90 |
|
|
2018
Q2 | $482K | Buy |
5,537
+510
| +10% | +$44.4K | 0.11% | 88 |
|
|
2018
Q1 | $433K | Buy |
+5,027
| New | +$433K | 0.13% | 82 |
|
|
2017
Q4 | – | Sell |
-5,477
| Closed | -$429K | – | 112 |
|
|
2017
Q3 | $429K | Hold |
5,477
| – | – | 0.09% | 73 |
|
|
2017
Q2 | $424K | Buy |
+5,477
| New | +$424K | 0.1% | 51 |
|