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Bogart Wealth LLC’s Wintrust Financial WTFC Stock Holding History

Bogart Wealth LLC’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.73K Buy
22
+5
+29% +$620 ﹤0.01% 1042
2025
Q1 		$1.91K Sell
17
-21
-55% -$2.36K ﹤0.01% 1067
2024
Q4 		$4.74K Buy
+38
New +$4.74K ﹤0.01% 883