LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Avanos Medical AVNS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-72
| Closed | -$2K | – | 641 |
|
2021
Q4 | $2K | Hold |
72
| – | – | ﹤0.01% | 690 |
|
2021
Q3 | $2K | Sell |
72
-72
| -50% | -$2K | ﹤0.01% | 699 |
|
2021
Q2 | $5K | Buy |
+144
| New | +$5K | ﹤0.01% | 731 |
|
2019
Q3 | – | Sell |
-31
| Closed | -$1K | – | 680 |
|
2019
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 682 |
|
2019
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 666 |
|
2018
Q4 | – | Sell |
-189
| Closed | -$13K | – | 694 |
|
2018
Q3 | $13K | Hold |
189
| – | – | ﹤0.01% | 520 |
|
2018
Q2 | $11K | Hold |
189
| – | – | ﹤0.01% | 540 |
|
2018
Q1 | $9K | Hold |
189
| – | – | ﹤0.01% | 588 |
|
2017
Q4 | $9K | Hold |
189
| – | – | ﹤0.01% | 574 |
|
2017
Q3 | $9K | Hold |
189
| – | – | ﹤0.01% | 564 |
|
2017
Q2 | $8K | Hold |
189
| – | – | ﹤0.01% | 559 |
|
2017
Q1 | $7K | Sell |
189
-137
| -42% | -$5.07K | ﹤0.01% | 568 |
|
2016
Q4 | $12K | Buy |
326
+137
| +72% | +$5.04K | ﹤0.01% | 513 |
|
2016
Q3 | $7K | Hold |
189
| – | – | ﹤0.01% | 562 |
|
2016
Q2 | $6K | Hold |
189
| – | – | ﹤0.01% | 577 |
|
2016
Q1 | $5K | Sell |
189
-9
| -5% | -$238 | ﹤0.01% | 572 |
|
2015
Q4 | $7K | Hold |
198
| – | – | ﹤0.01% | 579 |
|
2015
Q3 | $8K | Hold |
198
| – | – | ﹤0.01% | 556 |
|
2015
Q2 | $8K | Hold |
198
| – | – | ﹤0.01% | 556 |
|
2015
Q1 | $10K | Sell |
198
-18
| -8% | -$909 | ﹤0.01% | 559 |
|
2014
Q4 | $10K | Buy |
+216
| New | +$10K | ﹤0.01% | 553 |
|