Tompkins 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
Q2 | – | Sell |
-143
| Closed | -$10K | – | 405 |
|
2019
Q1 | $10K | Hold |
143
| – | – | ﹤0.01% | 352 |
|
2018
Q4 | $10K | Sell |
143
-91
| -39% | -$6.36K | ﹤0.01% | 343 |
|
2018
Q3 | $20K | Sell |
234
-101
| -30% | -$8.63K | ﹤0.01% | 320 |
|
2018
Q2 | $29K | Hold |
335
| – | – | 0.01% | 309 |
|
2018
Q1 | $29K | Buy |
+335
| New | +$29K | 0.01% | 297 |
|