LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s AdvanSix ASIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-60
| Closed | – | – | 767 |
|
|
2020
Q3 | $0 | Hold |
60
| – | – | ﹤0.01% | 590 |
|
|
2020
Q2 | $0 | Hold |
60
| – | – | ﹤0.01% | 592 |
|
|
2020
Q1 | $0 | Hold |
60
| – | – | ﹤0.01% | 649 |
|
|
2019
Q4 | $1K | Sell |
60
-8
| -12% | -$133 | ﹤0.01% | 661 |
|
|
2019
Q3 | $2K | Buy |
68
+8
| +13% | +$235 | ﹤0.01% | 632 |
|
|
2019
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 681 |
|
|
2019
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 634 |
|
|
2018
Q4 | $1K | Sell |
60
-4
| -6% | -$67 | ﹤0.01% | 663 |
|
|
2018
Q3 | $2K | Hold |
64
| – | – | ﹤0.01% | 596 |
|
|
2018
Q2 | $2K | Hold |
64
| – | – | ﹤0.01% | 606 |
|
|
2018
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 654 |
|
|
2017
Q4 | $3K | Hold |
64
| – | – | ﹤0.01% | 622 |
|
|
2017
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 615 |
|
|
2017
Q2 | $2K | Sell |
64
-69
| -52% | -$2.16K | ﹤0.01% | 615 |
|
|
2017
Q1 | $4K | Sell |
133
-80
| -38% | -$2.41K | ﹤0.01% | 583 |
|
|
2016
Q4 | $5K | Buy |
+213
| New | +$5K | ﹤0.01% | 561 |
|