SWA
Sutton Wealth Advisors’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$85 | – | 1578 |
|
|
2022
Q4 | $85 | Hold |
1
| – | – | ﹤0.01% | 1647 |
|
|
2022
Q3 | $82 | Sell |
1
-9
| -90% | -$738 | ﹤0.01% | 1624 |
|
|
2022
Q2 | $802 | Hold |
10
| – | – | ﹤0.01% | 1347 |
|
|
2022
Q1 | $929 | Buy |
10
+3
| +43% | +$279 | ﹤0.01% | 1360 |
|
|
2021
Q4 | $636 | Buy |
+7
| New | +$636 | ﹤0.01% | 1450 |
|
|
2017
Q4 | – | Sell |
-181
| Closed | -$14.2K | – | 1117 |
|
|
2017
Q3 | $14.2K | Sell |
181
-104
| -36% | -$8.14K | 0.01% | 660 |
|
|
2017
Q2 | $21.8K | Sell |
285
-748
| -72% | -$57.2K | 0.02% | 484 |
|
|
2017
Q1 | $71.4K | Hold |
1,033
| – | – | 0.06% | 214 |
|
|
2016
Q4 | $75K | Hold |
1,033
| – | – | 0.07% | 206 |
|
|
2016
Q3 | $57.4K | Hold |
1,033
| – | – | 0.05% | 232 |
|
|
2016
Q2 | $52.7K | Hold |
1,033
| – | – | 0.05% | 243 |
|
|
2016
Q1 | $45.8K | Buy |
+1,033
| New | +$45.8K | 0.04% | 260 |
|