Y-Intercept (HK)’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,931
| Closed | -$210K | – | 1720 |
|
|
2024
Q3 | $210K | Buy |
+1,931
| New | +$210K | 0.01% | 1148 |
|
|
2024
Q2 | – | Sell |
-7,811
| Closed | -$815K | – | 1986 |
|
|
2024
Q1 | $815K | Buy |
7,811
+3,269
| +72% | +$341K | 0.06% | 470 |
|
|
2023
Q4 | $421K | Buy |
+4,542
| New | +$421K | 0.04% | 675 |
|
|
2021
Q4 | – | Sell |
-4,054
| Closed | -$326K | – | 923 |
|
|
2021
Q3 | $326K | Buy |
+4,054
| New | +$326K | 0.06% | 446 |
|