LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-300
| Closed | -$18K | – | 588 |
|
|
2020
Q1 | $18K | Buy |
+300
| New | +$18K | ﹤0.01% | 475 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | – | – | 700 |
|
|
2018
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 692 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 625 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 637 |
|
|
2018
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 653 |
|
|
2017
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 639 |
|
|
2017
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 631 |
|