J.P. Morgan Private 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
Q3
$529K Buy
7,007
+251
+4% +$19K ﹤0.01% 1227
2023
Q2
$491K Buy
6,756
+3,538
+110% +$257K ﹤0.01% 1033
2023
Q1
$235K Buy
+3,218
New +$235K ﹤0.01% 1766