Strategic Wealth Investment Group’s Wintrust Financial WTFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$464K	Hold	5,003	–	–	0.07%	87
2023 Q3	$378K	Hold	5,003	–	–	0.07%	77
2023 Q2	$363K	Hold	5,003	–	–	0.06%	95
2023 Q1	$365K	Hold	5,003	–	–	0.07%	95
2022 Q4	$414K	Buy	5,003 +3	+0.1%	+$248	0.1%	76
2022 Q3	$408K	Buy	+5,000	New	+$408K	0.12%	73
2022 Q2	–	Sell	-5,003	Closed	-$465K	–	144
2022 Q1	$465K	Hold	5,003	–	–	0.11%	65
2021 Q4	$454K	Buy	5,003 +3	+0.1%	+$272	0.12%	63
2021 Q3	$402K	Hold	5,000	–	–	0.12%	62
2021 Q2	$378K	Sell	5,000 -5,000	-50%	-$378K	0.13%	61
2021 Q1	$758K	Buy	+10,000	New	+$758K	0.36%	44