Loring Wolcott & Coolidge Fiduciary Advisors’s Apogee Enterprises APOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-229
| Closed | -$11K | – | 636 |
|
|
2021
Q4 | $11K | Hold |
229
| – | – | ﹤0.01% | 584 |
|
|
2021
Q3 | $9K | Hold |
229
| – | – | ﹤0.01% | 601 |
|
|
2021
Q2 | $9K | Buy |
+229
| New | +$9K | ﹤0.01% | 639 |
|
|
2021
Q1 | – | Sell |
-229
| Closed | -$7K | – | 324 |
|
|
2020
Q4 | $7K | Sell |
229
-596
| -72% | -$18.2K | ﹤0.01% | 628 |
|
|
2020
Q3 | $18K | Hold |
825
| – | – | ﹤0.01% | 473 |
|
|
2020
Q2 | $19K | Hold |
825
| – | – | ﹤0.01% | 451 |
|
|
2020
Q1 | $17K | Hold |
825
| – | – | ﹤0.01% | 482 |
|
|
2019
Q4 | $27K | Hold |
825
| – | – | ﹤0.01% | 495 |
|
|
2019
Q3 | $32K | Hold |
825
| – | – | ﹤0.01% | 460 |
|
|
2019
Q2 | $36K | Hold |
825
| – | – | ﹤0.01% | 434 |
|
|
2019
Q1 | $31K | Hold |
825
| – | – | ﹤0.01% | 457 |
|
|
2018
Q4 | $41K | Buy |
+825
| New | +$41K | ﹤0.01% | 434 |
|
|
2017
Q4 | – | Sell |
-31
| Closed | -$1K | – | 744 |
|
|
2017
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 695 |
|