Glassman Wealth Services’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$742 | – | 1853 |
|
|
2023
Q4 | $742 | Buy |
8
+4
| +100% | +$371 | ﹤0.01% | 1623 |
|
|
2023
Q3 | $302 | Hold |
4
| – | – | ﹤0.01% | 1827 |
|
|
2023
Q2 | $290 | Buy |
4
+1
| +33% | +$73 | ﹤0.01% | 1746 |
|
|
2023
Q1 | $219 | Hold |
3
| – | – | ﹤0.01% | 1781 |
|
|
2022
Q4 | $254 | Hold |
3
| – | – | ﹤0.01% | 1741 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2023 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2040 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1987 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1957 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1841 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 1619 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1519 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1396 |
|