MPS LORIA FINANCIAL PLANNERS, LLC – Wintrust Financial Corporation Transaction History
MPS LORIA FINANCIAL PLANNERS, LLC portfolio value:
$496,000
portfolio value
MPS LORIA FINANCIAL PLANNERS, LLC quarter portfolio value change:
+1.75%
quarter
Wintrust Financial Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.35% | 21 shares | 10K | $81.55 | 6.08K |
| Q2 2022 | share | Increase | +0.33% | 20 shares | -75K | $80.15 | 6.06K |
| Q1 2022 | share | Increase | +0.32% | 19 shares | 14K | $92.93 | 6.04K |
| Q4 2021 | share | Increase | +0.30% | 18 shares | 65K | $91.06 | 6.02K |
| Q3 2021 | share | Increase | +0.37% | 22 shares | 29K | $80.1 | 6.00K |
| Q2 2021 | share | Increase | +0.35% | 21 shares | 1K | $75.05 | 5.98K |
| Q1 2021 | share | Decrease | -6.49% | -414 shares | 63K | $74.92 | 5.96K |
| Q4 2020 | share | Increase | +7.48% | 444 shares | 151K | $60.11 | 6.37K |
| Q3 2020 | share | Decrease | -11.50% | -771 shares | -54K | $39.2 | 5.93K |
| Q2 2020 | share | Increase | 0.00% | 6.70K shares | 292K | $42.42 | 6.70K |
| Q3 2017 | share | Decrease | -100.00% | -396 shares | -29K | $73.39 | 0 |
| Q2 2017 | share | Increase | 0.00% | 396 shares | 29K | $71.5 | 396 |