Wintrust Investments’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$121K Sell
2024
Q3
$132K Sell
2024
Q2
$1.12M Sell
2024
Q1
$1.08M Buy
2023
Q4
$1.08M Sell
2023
Q3
$1.21M Buy
2023
Q2
$1.01M Buy
2023
Q1
Sell
2022
Q4
$800K Hold
2022
Q3
$729K Sell
2022
Q2
$817K Sell
2022
Q1
$1.15M Buy
2021
Q4
$394K Hold
2021
Q3
$354K Hold
2021
Q2
$342K Hold
2021
Q1
$294K Buy
2018
Q1
Sell
2017
Q4
$559K Hold
2017
Q3
$516K Hold
2017
Q2
$482K Hold
2017
Q1
$431K Buy