CM Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,786	Closed	-$659K	–	438
2023 Q1	$659K	Buy	+9,786	New	+$659K	0.13%	216