LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Bunge Global BG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-551
| Closed | -$23K | – | 591 |
|
2020
Q2 | $23K | Hold |
551
| – | – | ﹤0.01% | 430 |
|
2020
Q1 | $23K | Hold |
551
| – | – | ﹤0.01% | 447 |
|
2019
Q4 | $32K | Hold |
551
| – | – | ﹤0.01% | 470 |
|
2019
Q3 | $31K | Hold |
551
| – | – | ﹤0.01% | 466 |
|
2019
Q2 | $31K | Sell |
551
-389
| -41% | -$21.9K | ﹤0.01% | 457 |
|
2019
Q1 | $50K | Sell |
940
-60
| -6% | -$3.19K | ﹤0.01% | 406 |
|
2018
Q4 | $53K | Hold |
1,000
| – | – | ﹤0.01% | 401 |
|
2018
Q3 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 392 |
|
2018
Q2 | $70K | Hold |
1,000
| – | – | ﹤0.01% | 387 |
|
2018
Q1 | $74K | Hold |
1,000
| – | – | ﹤0.01% | 399 |
|
2017
Q4 | $67K | Hold |
1,000
| – | – | ﹤0.01% | 405 |
|
2017
Q3 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 395 |
|
2017
Q2 | $78K | Hold |
1,000
| – | – | ﹤0.01% | 379 |
|
2017
Q1 | $79K | Hold |
1,000
| – | – | ﹤0.01% | 376 |
|
2016
Q4 | $72K | Hold |
1,000
| – | – | ﹤0.01% | 363 |
|
2016
Q3 | $59K | Hold |
1,000
| – | – | ﹤0.01% | 382 |
|
2016
Q2 | $59K | Hold |
1,000
| – | – | ﹤0.01% | 379 |
|
2016
Q1 | $57K | Hold |
1,000
| – | – | ﹤0.01% | 376 |
|
2015
Q4 | $68K | Hold |
1,000
| – | – | ﹤0.01% | 379 |
|
2015
Q3 | $88K | Hold |
1,000
| – | – | ﹤0.01% | 365 |
|
2015
Q2 | $88K | Hold |
1,000
| – | – | ﹤0.01% | 365 |
|
2015
Q1 | $82K | Hold |
1,000
| – | – | ﹤0.01% | 384 |
|
2014
Q4 | $91K | Hold |
1,000
| – | – | ﹤0.01% | 367 |
|
2014
Q3 | $84K | Hold |
1,000
| – | – | ﹤0.01% | 360 |
|
2014
Q2 | $76K | Hold |
1,000
| – | – | ﹤0.01% | 386 |
|
2014
Q1 | $80K | Hold |
1,000
| – | – | ﹤0.01% | 365 |
|
2013
Q4 | $82K | Hold |
1,000
| – | – | ﹤0.01% | 351 |
|
2013
Q3 | $76K | Hold |
1,000
| – | – | ﹤0.01% | 334 |
|
2013
Q2 | $71K | Buy |
+1,000
| New | +$71K | ﹤0.01% | 359 |
|