WBI Investments’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-68,511
| Closed | -$4.86M | – | 209 |
|
|
2019
Q4 | $4.86M | Buy |
+68,511
| New | +$4.86M | 0.52% | 41 |
|
|
2019
Q3 | – | Sell |
-6,353
| Closed | -$465K | – | 286 |
|
|
2019
Q2 | $465K | Buy |
+6,353
| New | +$465K | 0.04% | 196 |
|
|
2016
Q4 | – | Sell |
-15,233
| Closed | -$846K | – | 411 |
|
|
2016
Q3 | $846K | Buy |
+15,233
| New | +$846K | 0.03% | 218 |
|