Schubert & Co’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 |
-22
| Closed | -$1.61K | – | 1540 |
|
|
2023
Q1 | $1.61K | Sell |
22
-10
| -31% | -$730 | ﹤0.01% | 1005 |
|
|
2022
Q4 | $2.71K | Sell |
32
-9
| -22% | -$761 | ﹤0.01% | 719 |
|
|
2022
Q3 | $3K | Buy |
41
+14
| +52% | +$1.02K | ﹤0.01% | 697 |
|
|
2022
Q2 | $2K | Buy |
27
+16
| +145% | +$1.19K | ﹤0.01% | 919 |
|
|
2022
Q1 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 983 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 926 |
|