Perfromance Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,000
Closed -$210K 183
2024
Q1
$210K Buy
+9,000
New +$210K 0.01% 153