Wealthfront’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-464
| Closed | -$25K | – | 1084 |
|
2015
Q3 | $25K | Buy |
464
+375
| +421% | +$20.2K | ﹤0.01% | 677 |
|
2015
Q2 | $5K | Buy |
89
+61
| +218% | +$3.43K | ﹤0.01% | 1062 |
|
2015
Q1 | $1K | Buy |
28
+27
| +2,700% | +$964 | ﹤0.01% | 1150 |
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1018 |
|