Symmetry Partners’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 |
-2,786
| Closed | -$203K | – | 594 |
|
|
2023
Q1 | $203K | Hold |
2,786
| – | – | 0.01% | 539 |
|
|
2022
Q4 | $235K | Hold |
2,786
| – | – | 0.01% | 508 |
|
|
2022
Q3 | $227K | Hold |
2,786
| – | – | 0.02% | 505 |
|
|
2022
Q2 | $223K | Sell |
2,786
-1,375
| -33% | -$110K | 0.02% | 517 |
|
|
2022
Q1 | $387K | Hold |
4,161
| – | – | 0.02% | 446 |
|
|
2021
Q4 | $378K | Hold |
4,161
| – | – | 0.02% | 472 |
|
|
2021
Q3 | $345K | Buy |
+4,161
| New | +$345K | 0.02% | 519 |
|