BWA
BDO Wealth Advisors’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $654 | Sell |
9
-558
| -98% | -$40.5K | ﹤0.01% | 922 |
|
|
2023
Q1 | $41.4K | Hold |
567
| – | – | 0.01% | 452 |
|
|
2022
Q4 | $47.9K | Buy |
567
+558
| +6,200% | +$47.2K | 0.01% | 418 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1035 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1068 |
|