Forvis Mazars 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
2020 Q4	–	Sell	-10,023	Closed	-$401K	–	363
2020 Q3	$401K	Buy	10,023 +3,743	+60%	+$150K	0.02%	229
2020 Q2	$274K	Buy	+6,280	New	+$274K	0.02%	259