Riverpoint Wealth Management Holdings’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 |
-1,675
| Closed | -$142K | – | 122 |
|
|
2022
Q4 | $142K | Buy |
+1,675
| New | +$142K | 0.05% | 52 |
|
|
2021
Q1 | – | Sell |
-3,786
| Closed | -$231K | – | 83 |
|
|
2020
Q4 | $231K | Buy |
+3,786
| New | +$231K | 0.07% | 78 |
|
|
2020
Q1 | – | Sell |
-3,919
| Closed | -$278K | – | 77 |
|
|
2019
Q4 | $278K | Buy |
3,919
+15
| +0.4% | +$1.06K | 0.11% | 63 |
|
|
2019
Q3 | $252K | Sell |
3,904
-209
| -5% | -$13.5K | 0.11% | 60 |
|
|
2019
Q2 | $301K | Sell |
4,113
-215
| -5% | -$15.7K | 0.14% | 55 |
|
|
2019
Q1 | $291K | Buy |
+4,328
| New | +$291K | 0.14% | 52 |
|
|
2018
Q4 | – | Sell |
-2,763
| Closed | -$235K | – | 69 |
|
|
2018
Q3 | $235K | Sell |
2,763
-96
| -3% | -$8.17K | 0.12% | 61 |
|
|
2018
Q2 | $249K | Sell |
2,859
-268
| -9% | -$23.3K | 0.14% | 50 |
|
|
2018
Q1 | $269K | Buy |
3,127
+4
| +0.1% | +$344 | 0.16% | 41 |
|
|
2017
Q4 | $257K | Buy |
3,123
+4
| +0.1% | +$329 | 0.16% | 38 |
|
|
2017
Q3 | $244K | Sell |
3,119
-96
| -3% | -$7.51K | 0.16% | 41 |
|
|
2017
Q2 | $249K | Buy |
+3,215
| New | +$249K | 0.18% | 42 |
|