Duality Advisers’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,380
| Closed | -$592K | – | 770 |
|
|
2023
Q4 | $592K | Buy |
6,380
+1,845
| +41% | +$171K | 0.06% | 404 |
|
|
2023
Q3 | $342K | Buy |
+4,535
| New | +$342K | 0.04% | 467 |
|
|
2023
Q2 | – | Sell |
-17,466
| Closed | -$1.27M | – | 764 |
|
|
2023
Q1 | $1.27M | Sell |
17,466
-2,625
| -13% | -$191K | 0.14% | 252 |
|
|
2022
Q4 | $1.7M | Buy |
+20,091
| New | +$1.7M | 0.19% | 190 |
|
|
2022
Q2 | – | Sell |
-7,625
| Closed | -$709K | – | 884 |
|
|
2022
Q1 | $709K | Buy |
+7,625
| New | +$709K | 0.08% | 410 |
|
|
2021
Q2 | – | Sell |
-12,642
| Closed | -$958K | – | 746 |
|
|
2021
Q1 | $958K | Buy |
+12,642
| New | +$958K | 0.08% | 355 |
|