Sowell Financial Services’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-678
| Closed | -$53K | – | 2763 |
|
|
2021
Q1 | $53K | Sell |
678
-2,542
| -79% | -$199K | ﹤0.01% | 1635 |
|
|
2020
Q4 | $197K | Buy |
3,220
+1,780
| +124% | +$109K | 0.01% | 855 |
|
|
2020
Q3 | $58K | Sell |
1,440
-152
| -10% | -$6.12K | ﹤0.01% | 1163 |
|
|
2020
Q2 | $69K | Hold |
1,592
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q1 | $52K | Buy |
+1,592
| New | +$52K | ﹤0.01% | 1049 |
|