LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Atlanta Braves Holdings Series B BATRK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6
| Closed | -$218 | – | 558 |
|
2023
Q3 | $218 | Buy |
+6
| New | +$218 | ﹤0.01% | 599 |
|
2017
Q4 | – | Sell |
-14
| Closed | – | – | 749 |
|
2017
Q3 | $0 | Sell |
14
-341
| -96% | – | ﹤0.01% | 789 |
|
2017
Q2 | $9K | Hold |
355
| – | – | ﹤0.01% | 553 |
|
2017
Q1 | $8K | Sell |
355
-182
| -34% | -$4.1K | ﹤0.01% | 560 |
|
2016
Q4 | $11K | Sell |
537
-31
| -5% | -$635 | ﹤0.01% | 520 |
|
2016
Q3 | $10K | Hold |
568
| – | – | ﹤0.01% | 541 |
|
2016
Q2 | $8K | Buy |
+568
| New | +$8K | ﹤0.01% | 555 |
|