LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s American Financial Group AFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4
| Closed | – | – | 671 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 675 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 708 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 698 |
|
|
2018
Q4 | $0 | Sell |
4
-1,000
| -100% | – | ﹤0.01% | 690 |
|
|
2018
Q3 | $111K | Buy |
1,004
+1,000
| +25,000% | +$111K | ﹤0.01% | 340 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 666 |
|
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 721 |
|
|
2017
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 738 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 782 |
|