Benjamin F. Edwards & Company’s Wintrust Financial WTFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$73K	–	1853
2023 Q1	$73K	Sell	1,000 -60	-6%	-$5.13K	﹤0.01%	1000
2022 Q4	$90K	Hold	1,060	–	–	﹤0.01%	934
2022 Q3	$86K	Hold	1,060	–	–	﹤0.01%	904
2022 Q2	$85K	Hold	1,060	–	–	﹤0.01%	917
2022 Q1	$99K	Hold	1,060	–	–	﹤0.01%	870
2021 Q4	$96K	Buy	1,060 +959	+950%	+$85.6K	﹤0.01%	894
2021 Q3	$8K	Hold	101	–	–	﹤0.01%	1444
2021 Q2	$8K	Hold	101	–	–	﹤0.01%	1437
2021 Q1	$8K	Hold	101	–	–	﹤0.01%	1426
2020 Q4	$6K	Buy	+101	New	+$5.43K	﹤0.01%	1380
2019 Q3	–	Sell	-1,088	Closed	-$80K	–	1989
2019 Q2	$80K	Buy	1,088 +88	+9%	+$6.43K	0.01%	767
2019 Q1	$67K	Hold	1,000	–	–	0.01%	795
2018 Q4	$66K	Hold	1,000	–	–	0.01%	764
2018 Q3	$85K	Hold	1,000	–	–	0.01%	725
2018 Q2	$87K	Hold	1,000	–	–	0.01%	714
2018 Q1	$86K	Sell	1,000 -39	-4%	-$3.36K	0.01%	718
2017 Q4	$86K	Buy	1,039 +1,000	+2,564%	+$80.5K	0.01%	691
2017 Q3	$3K	Hold	39	–	–	﹤0.01%	1415
2017 Q2	$3K	Hold	39	–	–	﹤0.01%	1338
2017 Q1	$3K	Buy	+39	New	+$2.8K	﹤0.01%	1251