USA Financial Formulas’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-447
| Closed | -$46.7K | – | 388 |
|
|
2024
Q1 | $46.7K | Buy |
+447
| New | +$46.7K | 0.01% | 242 |
|
|
2022
Q2 | – | Sell |
-2,993
| Closed | -$278K | – | 456 |
|
|
2022
Q1 | $278K | Buy |
+2,993
| New | +$278K | 0.3% | 64 |
|
|
2018
Q3 | – | Sell |
-1,067
| Closed | -$92K | – | 422 |
|
|
2018
Q2 | $92K | Hold |
1,067
| – | – | 0.02% | 295 |
|
|
2018
Q1 | $92K | Buy |
+1,067
| New | +$92K | 0.02% | 295 |
|