IWA
Inspirion Wealth Advisors’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
2,779
| – | – | 0.05% | 120 |
|
|
2025
Q1 | $313K | Sell |
2,779
-650
| -19% | -$73.1K | 0.04% | 121 |
|
|
2024
Q4 | $437K | Hold |
3,429
| – | – | 0.06% | 101 |
|
|
2024
Q3 | $372K | Hold |
3,429
| – | – | 0.05% | 108 |
|
|
2024
Q2 | $338K | Sell |
3,429
-1,000
| -23% | -$98.6K | 0.05% | 110 |
|
|
2024
Q1 | $462K | Buy |
4,429
+10
| +0.2% | +$1.04K | 0.08% | 94 |
|
|
2023
Q4 | $409K | Hold |
4,419
| – | – | 0.07% | 93 |
|
|
2023
Q3 | $334K | Hold |
4,419
| – | – | 0.07% | 101 |
|
|
2023
Q2 | $321K | Buy |
4,419
+763
| +21% | +$55.4K | 0.06% | 104 |
|
|
2023
Q1 | $267K | Hold |
3,656
| – | – | 0.05% | 116 |
|
|
2022
Q4 | $309K | Hold |
3,656
| – | – | 0.07% | 99 |
|
|
2022
Q3 | $298K | Hold |
3,656
| – | – | 0.07% | 94 |
|
|
2022
Q2 | $293K | Hold |
3,656
| – | – | 0.06% | 101 |
|
|
2022
Q1 | $340K | Hold |
3,656
| – | – | 0.07% | 83 |
|
|
2021
Q4 | $332K | Hold |
3,656
| – | – | 0.07% | 80 |
|
|
2021
Q3 | $294K | Sell |
3,656
-150
| -4% | -$12.1K | 0.07% | 76 |
|
|
2021
Q2 | $288K | Hold |
3,806
| – | – | 0.07% | 76 |
|
|
2021
Q1 | $288K | Hold |
3,806
| – | – | 0.08% | 76 |
|
|
2020
Q4 | $233K | Buy |
+3,806
| New | +$233K | 0.07% | 76 |
|
|
2020
Q1 | – | Sell |
-3,806
| Closed | -$270K | – | 82 |
|
|
2019
Q4 | $270K | Sell |
3,806
-353
| -8% | -$25K | 0.09% | 67 |
|
|
2019
Q3 | $269K | Hold |
4,159
| – | – | 0.12% | 63 |
|
|
2019
Q2 | $304K | Hold |
4,159
| – | – | 0.13% | 58 |
|
|
2019
Q1 | $280K | Hold |
4,159
| – | – | 0.12% | 62 |
|
|
2018
Q4 | $277K | Buy |
4,159
+1,433
| +53% | +$95.4K | 0.14% | 54 |
|
|
2018
Q3 | $232K | Buy |
2,726
+353
| +15% | +$30K | 0.1% | 67 |
|
|
2018
Q2 | $207K | Hold |
2,373
| – | – | 0.1% | 72 |
|
|
2018
Q1 | $204K | Buy |
+2,373
| New | +$204K | 0.1% | 71 |
|