LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-18
| Closed | -$1K | – | 725 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 672 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 701 |
|
|
2019
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 692 |
|
|
2018
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 683 |
|
|
2018
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 617 |
|
|
2018
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 627 |
|
|
2018
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 675 |
|
|
2017
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 724 |
|
|
2017
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 754 |
|