Wintrust Investments’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $181K | Hold |
2,942
| – | – | 0.16% | 105 |
|
|
2024
Q3 | $207K | Sell |
2,942
-26,319
| -90% | -$1.85M | 0.15% | 127 |
|
|
2024
Q2 | $2M | Sell |
29,261
-168
| -0.6% | -$11.5K | 0.16% | 120 |
|
|
2024
Q1 | $2.03M | Sell |
29,429
-380
| -1% | -$26.3K | 0.18% | 121 |
|
|
2023
Q4 | $1.71M | Buy |
29,809
+750
| +3% | +$42.9K | 0.17% | 129 |
|
|
2023
Q3 | $1.79M | Buy |
29,059
+6,907
| +31% | +$425K | 0.19% | 113 |
|
|
2023
Q2 | $1.13M | Buy |
22,152
+9,186
| +71% | +$470K | 0.11% | 155 |
|
|
2023
Q1 | $659K | Hold |
12,966
| – | – | 0.08% | 176 |
|
|
2022
Q4 | $632K | Hold |
12,966
| – | – | 0.08% | 184 |
|
|
2022
Q3 | $561K | Hold |
12,966
| – | – | 0.07% | 209 |
|
|
2022
Q2 | $611K | Hold |
12,966
| – | – | 0.07% | 201 |
|
|
2022
Q1 | $627K | Hold |
12,966
| – | – | 0.06% | 222 |
|
|
2021
Q4 | $468K | Sell |
12,966
-2,000
| -13% | -$72.2K | 0.04% | 272 |
|
|
2021
Q3 | $472K | Buy |
14,966
+4,796
| +47% | +$151K | 0.06% | 183 |
|
|
2021
Q2 | $309K | Buy |
+10,170
| New | +$309K | 0.03% | 335 |
|