Sageworth Trust’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-69
| Closed | -$5.03K | – | 448 |
|
|
2023
Q1 | $5.03K | Hold |
69
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 244 |
|
|
2022
Q3 | $6K | Hold |
69
| – | – | ﹤0.01% | 235 |
|
|
2022
Q2 | $6K | Hold |
69
| – | – | ﹤0.01% | 262 |
|
|
2022
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 234 |
|
|
2021
Q4 | $6K | Sell |
69
-231
| -77% | -$20.1K | ﹤0.01% | 369 |
|
|
2021
Q3 | $24K | Hold |
300
| – | – | ﹤0.01% | 324 |
|
|
2021
Q2 | $23K | Buy |
+300
| New | +$23K | ﹤0.01% | 367 |
|