LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Brighthouse Financial BHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$50 | – | 572 |
|
|
2024
Q2 | $50 | Hold |
1
| – | – | ﹤0.01% | 550 |
|
|
2024
Q1 | $49 | Hold |
1
| – | – | ﹤0.01% | 561 |
|
|
2023
Q4 | $52 | Hold |
1
| – | – | ﹤0.01% | 553 |
|
|
2023
Q3 | $47 | Sell |
1
-6
| -86% | -$282 | ﹤0.01% | 605 |
|
|
2023
Q2 | $331 | Hold |
7
| – | – | ﹤0.01% | 623 |
|
|
2023
Q1 | $309 | Hold |
7
| – | – | ﹤0.01% | 587 |
|
|
2022
Q4 | $359 | Hold |
7
| – | – | ﹤0.01% | 568 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 603 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 631 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 645 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 724 |
|
|
2021
Q3 | $0 | Sell |
7
-88
| -93% | – | ﹤0.01% | 768 |
|
|
2021
Q2 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 758 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | – | – | 350 |
|
|
2020
Q4 | $0 | Sell |
7
-25
| -78% | – | ﹤0.01% | 769 |
|
|
2020
Q3 | $0 | Hold |
32
| – | – | ﹤0.01% | 592 |
|
|
2020
Q2 | $0 | Hold |
32
| – | – | ﹤0.01% | 593 |
|
|
2020
Q1 | $0 | Hold |
32
| – | – | ﹤0.01% | 651 |
|
|
2019
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 662 |
|
|
2019
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 658 |
|
|
2019
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 683 |
|
|
2019
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 667 |
|
|
2018
Q4 | $0 | Hold |
32
| – | – | ﹤0.01% | 696 |
|
|
2018
Q3 | $1K | Buy |
32
+7
| +28% | +$219 | ﹤0.01% | 626 |
|
|
2018
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 638 |
|
|
2018
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 689 |
|
|
2017
Q4 | $1K | Sell |
25
-1
| -4% | -$40 | ﹤0.01% | 683 |
|
|
2017
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 635 |
|