Sageworth Trust Company of South Dakota’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 |
-59
| Closed | -$5K | – | 256 |
|
|
2022
Q4 | $5K | Hold |
59
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $5K | Sell |
59
-41
| -41% | -$3.48K | 0.01% | 149 |
|
|
2022
Q2 | $8K | Sell |
100
-94
| -48% | -$7.52K | 0.02% | 174 |
|
|
2022
Q1 | $18K | Sell |
194
-33
| -15% | -$3.06K | 0.03% | 125 |
|
|
2021
Q4 | $21K | Buy |
+227
| New | +$21K | 0.03% | 225 |
|