Linscomb Wealth’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-9,535
Closed -$313K 383
2020
Q1
$313K Sell
9,535
-4,515
-32% -$148K 0.03% 320
2019
Q4
$996K Buy
+14,050
New +$996K 0.07% 220