Sun Life Financial’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,404
| Closed | -$414K | – | 586 |
|
|
2019
Q3 | $414K | Buy |
6,404
+36
| +0.6% | +$2.33K | 0.11% | 117 |
|
|
2019
Q2 | $466K | Hold |
6,368
| – | – | 0.12% | 112 |
|
|
2019
Q1 | $429K | Buy |
6,368
+34
| +0.5% | +$2.29K | 0.09% | 120 |
|
|
2018
Q4 | $421K | Buy |
6,334
+32
| +0.5% | +$2.13K | 0.09% | 114 |
|
|
2018
Q3 | $535K | Buy |
6,302
+39
| +0.6% | +$3.31K | 0.1% | 117 |
|
|
2018
Q2 | $545K | Buy |
+6,263
| New | +$545K | 0.08% | 113 |
|