RWA Wealth Partners’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,735
| Closed | -$232K | – | 249 |
|
|
2018
Q3 | $232K | Hold |
2,735
| – | – | 0.03% | 212 |
|
|
2018
Q2 | $238K | Hold |
2,735
| – | – | 0.03% | 217 |
|
|
2018
Q1 | $235K | Hold |
2,735
| – | – | 0.03% | 183 |
|
|
2017
Q4 | $225K | Hold |
2,735
| – | – | 0.03% | 217 |
|
|
2017
Q3 | $214K | Buy |
+2,735
| New | +$214K | 0.02% | 223 |
|