Loring Wolcott & Coolidge Fiduciary Advisors’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-100
| Closed | -$11K | – | 635 |
|
|
2022
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 549 |
|
|
2021
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 574 |
|
|
2021
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 566 |
|
|
2021
Q2 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 596 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$9K | – | 372 |
|
|
2020
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 580 |
|
|
2020
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 512 |
|
|
2020
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 503 |
|
|
2020
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 546 |
|
|
2019
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 573 |
|
|
2019
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 556 |
|
|
2019
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 558 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 555 |
|
|
2018
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 561 |
|
|
2018
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
|
2018
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 546 |
|
|
2018
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 577 |
|
|
2017
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 556 |
|
|
2017
Q3 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 550 |
|