LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s AllianceBernstein AB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-90
| Closed | -$2K | – | 780 |
|
|
2017
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 613 |
|
|
2017
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 598 |
|
|
2016
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 579 |
|
|
2016
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 594 |
|
|
2016
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 612 |
|
|
2016
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 599 |
|
|
2015
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 617 |
|
|
2015
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 589 |
|
|
2015
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 589 |
|
|
2015
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 602 |
|
|
2014
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 612 |
|
|
2014
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 579 |
|
|
2014
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 610 |
|
|
2014
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 606 |
|
|
2013
Q4 | $2K | Sell |
90
-3,000
| -97% | -$66.7K | ﹤0.01% | 582 |
|
|
2013
Q3 | $61K | Hold |
3,090
| – | – | ﹤0.01% | 354 |
|
|
2013
Q2 | $64K | Buy |
+3,090
| New | +$64K | ﹤0.01% | 369 |
|