Fairhaven Wealth Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $297K | Hold |
2,380
| – | – | 0.09% | 81 |
|
|
2024
Q3 | $258K | Hold |
2,380
| – | – | 0.08% | 97 |
|
|
2024
Q2 | $235K | Hold |
2,380
| – | – | 0.08% | 102 |
|
|
2024
Q1 | $248K | Hold |
2,380
| – | – | 0.09% | 100 |
|
|
2023
Q4 | $221K | Buy |
+2,380
| New | +$221K | 0.08% | 99 |
|
|
2022
Q2 | – | Sell |
-2,300
| Closed | -$214K | – | 130 |
|
|
2022
Q1 | $214K | Hold |
2,300
| – | – | 0.09% | 111 |
|
|
2021
Q4 | $209K | Buy |
+2,300
| New | +$209K | 0.08% | 107 |
|