LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10
| Closed | -$15K | – | 768 |
|
|
2020
Q3 | $15K | Hold |
10
| – | – | ﹤0.01% | 487 |
|
|
2020
Q2 | $13K | Hold |
10
| – | – | ﹤0.01% | 484 |
|
|
2020
Q1 | $13K | Hold |
10
| – | – | ﹤0.01% | 513 |
|
|
2019
Q4 | $14K | Buy |
+10
| New | +$14K | ﹤0.01% | 565 |
|
|
2014
Q3 | – | Sell |
-25
| Closed | -$29K | – | 591 |
|
|
2014
Q2 | $29K | Hold |
25
| – | – | ﹤0.01% | 485 |
|
|
2014
Q1 | $29K | Hold |
25
| – | – | ﹤0.01% | 458 |
|
|
2013
Q4 | $27K | Buy |
+25
| New | +$27K | ﹤0.01% | 446 |
|