LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Agnico Eagle Mines AEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,500
| Closed | -$221K | – | 565 |
|
2023
Q4 | $221K | Hold |
4,500
| – | – | ﹤0.01% | 269 |
|
2023
Q3 | $214K | Sell |
4,500
-400
| -8% | -$19K | ﹤0.01% | 277 |
|
2023
Q2 | $245K | Hold |
4,900
| – | – | ﹤0.01% | 273 |
|
2023
Q1 | $250K | Hold |
4,900
| – | – | ﹤0.01% | 255 |
|
2022
Q4 | $255K | Hold |
4,900
| – | – | ﹤0.01% | 256 |
|
2022
Q3 | $207K | Hold |
4,900
| – | – | ﹤0.01% | 279 |
|
2022
Q2 | $224K | Hold |
4,900
| – | – | ﹤0.01% | 272 |
|
2022
Q1 | $300K | Hold |
4,900
| – | – | ﹤0.01% | 249 |
|
2021
Q4 | $260K | Hold |
4,900
| – | – | ﹤0.01% | 282 |
|
2021
Q3 | $254K | Hold |
4,900
| – | – | ﹤0.01% | 279 |
|
2021
Q2 | $296K | Hold |
4,900
| – | – | ﹤0.01% | 270 |
|
2021
Q1 | $283K | Hold |
4,900
| – | – | ﹤0.01% | 260 |
|
2020
Q4 | $345K | Hold |
4,900
| – | – | ﹤0.01% | 236 |
|
2020
Q3 | $390K | Hold |
4,900
| – | – | ﹤0.01% | 214 |
|
2020
Q2 | $314K | Hold |
4,900
| – | – | ﹤0.01% | 213 |
|
2020
Q1 | $195K | Buy |
4,900
+2,800
| +133% | +$111K | ﹤0.01% | 236 |
|
2019
Q4 | $129K | Sell |
2,100
-250
| -11% | -$15.4K | ﹤0.01% | 316 |
|
2019
Q3 | $126K | Sell |
2,350
-250
| -10% | -$13.4K | ﹤0.01% | 306 |
|
2019
Q2 | $133K | Hold |
2,600
| – | – | ﹤0.01% | 304 |
|
2019
Q1 | $113K | Buy |
2,600
+400
| +18% | +$17.4K | ﹤0.01% | 312 |
|
2018
Q4 | $89K | Hold |
2,200
| – | – | ﹤0.01% | 334 |
|
2018
Q3 | $75K | Hold |
2,200
| – | – | ﹤0.01% | 380 |
|
2018
Q2 | $101K | Hold |
2,200
| – | – | ﹤0.01% | 356 |
|
2018
Q1 | $93K | Buy |
2,200
+1,700
| +340% | +$71.9K | ﹤0.01% | 374 |
|
2017
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 503 |
|
2017
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 492 |
|
2017
Q2 | $23K | Hold |
500
| – | – | ﹤0.01% | 480 |
|
2017
Q1 | $21K | Buy |
+500
| New | +$21K | ﹤0.01% | 485 |
|