Wealthspire Advisors (Maryland)’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 |
-39
| Closed | -$3K | – | 2106 |
|
|
2019
Q1 | $3K | Buy |
39
+36
| +1,200% | +$2.77K | ﹤0.01% | 2071 |
|
|
2018
Q4 | $0 | Sell |
3
-22
| -88% | – | ﹤0.01% | 2585 |
|
|
2018
Q3 | $2K | Sell |
25
-4
| -14% | -$320 | ﹤0.01% | 2207 |
|
|
2018
Q2 | $3K | Sell |
29
-3
| -9% | -$310 | ﹤0.01% | 2066 |
|
|
2018
Q1 | $3K | Sell |
32
-7
| -18% | -$656 | ﹤0.01% | 2077 |
|
|
2017
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 2035 |
|
|
2016
Q2 | – | Sell |
-450
| Closed | -$20K | – | 1824 |
|
|
2016
Q1 | $20K | Sell |
450
-846
| -65% | -$37.6K | ﹤0.01% | 977 |
|
|
2015
Q4 | $63K | Buy |
+1,296
| New | +$63K | 0.01% | 653 |
|