TWA
TCI Wealth Advisors’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3
| Closed | -$219 | – | 2262 |
|
|
2023
Q1 | $219 | Sell |
3
-1
| -25% | -$73 | ﹤0.01% | 2323 |
|
|
2022
Q4 | $338 | Sell |
4
-1
| -20% | -$85 | ﹤0.01% | 2266 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2619 |
|
|
2018
Q4 | – | Sell |
-6
| Closed | -$1K | – | 1671 |
|
|
2018
Q3 | $1K | Sell |
6
-12
| -67% | -$2K | ﹤0.01% | 1338 |
|
|
2018
Q2 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1167 |
|