YorkBridge Wealth Partners’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-140
| Closed | -$10K | – | 652 |
|
|
2019
Q2 | $10K | Sell |
140
-42
| -23% | -$3K | ﹤0.01% | 564 |
|
|
2019
Q1 | $12K | Sell |
182
-165
| -48% | -$10.9K | 0.01% | 562 |
|
|
2018
Q4 | $23K | Buy |
+347
| New | +$23K | 0.01% | 433 |
|
|
2018
Q3 | – | Sell |
-44
| Closed | -$4K | – | 851 |
|
|
2018
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 713 |
|
|
2018
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 706 |
|
|
2017
Q4 | $4K | Buy |
44
+4
| +10% | +$364 | ﹤0.01% | 738 |
|
|
2017
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 757 |
|
|
2017
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 753 |
|
|
2017
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 740 |
|
|
2016
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 731 |
|