MWPCG
Measured Wealth Private Client Group’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,752
| Closed | -$347K | – | 198 |
|
|
2023
Q1 | $347K | Buy |
4,752
+1,584
| +50% | +$116K | 0.13% | 118 |
|
|
2022
Q4 | $268K | Buy |
3,168
+49
| +2% | +$4.14K | 0.11% | 133 |
|
|
2022
Q3 | $254K | Buy |
3,119
+315
| +11% | +$25.7K | 0.11% | 120 |
|
|
2022
Q2 | $225K | Buy |
+2,804
| New | +$225K | 0.1% | 147 |
|