IndexIQ Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $398K | Sell |
4,279
-1,292
| -23% | -$120K | 0.01% | 737 |
|
|
2021
Q4 | $506K | Sell |
5,571
-360
| -6% | -$32.7K | 0.02% | 554 |
|
|
2021
Q3 | $477K | Buy |
5,931
+594
| +11% | +$47.8K | 0.02% | 599 |
|
|
2021
Q2 | $404K | Buy |
5,337
+225
| +4% | +$17K | 0.01% | 703 |
|
|
2021
Q1 | $387K | Buy |
+5,112
| New | +$387K | 0.01% | 909 |
|
|
2018
Q1 | – | Sell |
-20,380
| Closed | -$1.68M | – | 685 |
|
|
2017
Q4 | $1.68M | Buy |
20,380
+7,840
| +63% | +$646K | 0.06% | 198 |
|
|
2017
Q3 | $982K | Buy |
12,540
+5,682
| +83% | +$445K | 0.04% | 244 |
|
|
2017
Q2 | $524K | Buy |
+6,858
| New | +$524K | 0.03% | 255 |
|