TFO 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 |
-3
| Closed | -$313 | – | 761 |
|
|
2024
Q1 | $313 | Hold |
3
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $278 | Hold |
3
| – | – | ﹤0.01% | 539 |
|
|
2023
Q3 | $218 | Hold |
3
| – | – | ﹤0.01% | 770 |
|
|
2023
Q2 | $218 | Hold |
3
| – | – | ﹤0.01% | 481 |
|
|
2023
Q1 | $219 | Buy |
3
+1
| +50% | +$73 | ﹤0.01% | 451 |
|
|
2022
Q4 | $105 | Buy |
+2
| New | +$105 | ﹤0.01% | 768 |
|