RVPG
Relative Value Partners Group’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,284
| Closed | -$222K | – | 500 |
|
|
2024
Q1 | $222K | Sell |
2,284
-1,250
| -35% | -$121K | 0.01% | 256 |
|
|
2023
Q4 | $328K | Buy |
3,534
+20
| +0.6% | +$1.86K | 0.02% | 235 |
|
|
2023
Q3 | $265K | Sell |
3,514
-2,457
| -41% | -$186K | 0.02% | 235 |
|
|
2023
Q2 | $434K | Buy |
5,971
+3,093
| +107% | +$225K | 0.03% | 193 |
|
|
2023
Q1 | $210K | Hold |
2,878
| – | – | 0.01% | 226 |
|
|
2022
Q4 | $243K | Hold |
2,878
| – | – | 0.02% | 233 |
|
|
2022
Q3 | $235K | Buy |
+2,878
| New | +$235K | 0.02% | 218 |
|