Telemus Capital’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $582K | Buy |
6,270
+795
| +15% | +$73.7K | 0.05% | 219 |
|
|
2023
Q3 | $413K | Buy |
5,475
+405
| +8% | +$30.6K | 0.04% | 235 |
|
|
2023
Q2 | $368K | Buy |
5,070
+1,854
| +58% | +$135K | 0.03% | 249 |
|
|
2023
Q1 | $235K | Buy |
3,216
+783
| +32% | +$57.1K | 0.02% | 291 |
|
|
2022
Q4 | $208K | Buy |
+2,433
| New | +$208K | 0.02% | 316 |
|
|
2022
Q3 | – | Sell |
-2,659
| Closed | -$213K | – | 346 |
|
|
2022
Q2 | $213K | Sell |
2,659
-6
| -0.2% | -$481 | 0.02% | 326 |
|
|
2022
Q1 | $248K | Sell |
2,665
-104
| -4% | -$9.68K | 0.02% | 301 |
|
|
2021
Q4 | $251K | Buy |
2,769
+266
| +11% | +$24.1K | 0.02% | 325 |
|
|
2021
Q3 | $201K | Buy |
+2,503
| New | +$201K | 0.02% | 337 |
|
|
2018
Q1 | – | Sell |
-150
| Closed | -$12K | – | 569 |
|
|
2017
Q4 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 507 |
|