LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s America Movil AMX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-843
| Closed | -$12K | – | 703 |
|
2018
Q4 | $12K | Hold |
843
| – | – | ﹤0.01% | 553 |
|
2018
Q3 | $14K | Hold |
843
| – | – | ﹤0.01% | 513 |
|
2018
Q2 | $14K | Hold |
843
| – | – | ﹤0.01% | 531 |
|
2018
Q1 | $16K | Hold |
843
| – | – | ﹤0.01% | 553 |
|
2017
Q4 | $14K | Hold |
843
| – | – | ﹤0.01% | 539 |
|
2017
Q3 | $15K | Hold |
843
| – | – | ﹤0.01% | 529 |
|
2017
Q2 | $15K | Hold |
843
| – | – | ﹤0.01% | 517 |
|
2017
Q1 | $12K | Hold |
843
| – | – | ﹤0.01% | 537 |
|
2016
Q4 | $11K | Hold |
843
| – | – | ﹤0.01% | 518 |
|
2016
Q3 | $10K | Hold |
843
| – | – | ﹤0.01% | 540 |
|
2016
Q2 | $10K | Hold |
843
| – | – | ﹤0.01% | 540 |
|
2016
Q1 | $13K | Hold |
843
| – | – | ﹤0.01% | 514 |
|
2015
Q4 | $12K | Hold |
843
| – | – | ﹤0.01% | 550 |
|
2015
Q3 | $18K | Hold |
843
| – | – | ﹤0.01% | 495 |
|
2015
Q2 | $18K | Hold |
843
| – | – | ﹤0.01% | 495 |
|
2015
Q1 | $17K | Hold |
843
| – | – | ﹤0.01% | 518 |
|
2014
Q4 | $19K | Hold |
843
| – | – | ﹤0.01% | 502 |
|
2014
Q3 | $21K | Hold |
843
| – | – | ﹤0.01% | 479 |
|
2014
Q2 | $17K | Hold |
843
| – | – | ﹤0.01% | 516 |
|
2014
Q1 | $17K | Hold |
843
| – | – | ﹤0.01% | 501 |
|
2013
Q4 | $20K | Hold |
843
| – | – | ﹤0.01% | 470 |
|
2013
Q3 | $17K | Hold |
843
| – | – | ﹤0.01% | 453 |
|
2013
Q2 | $18K | Buy |
+843
| New | +$18K | ﹤0.01% | 490 |
|