LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Chemours CC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27K | Hold |
460
| – | – | ﹤0.01% | 496 |
|
|
2025
Q1 | $5.44K | Hold |
460
| – | – | ﹤0.01% | 503 |
|
|
2024
Q4 | $8.79K | Hold |
460
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $8.56K | Sell |
460
-2,912
| -86% | -$54.2K | ﹤0.01% | 504 |
|
|
2024
Q2 | $84.3K | Sell |
3,372
-4,175
| -55% | -$104K | ﹤0.01% | 350 |
|
|
2024
Q1 | $199K | Sell |
7,547
-615
| -8% | -$16.3K | ﹤0.01% | 274 |
|
|
2023
Q4 | $246K | Sell |
8,162
-460
| -5% | -$13.9K | ﹤0.01% | 260 |
|
|
2023
Q3 | $211K | Sell |
8,622
-1,041
| -11% | -$25.4K | ﹤0.01% | 281 |
|
|
2023
Q2 | $356K | Sell |
9,663
-350
| -3% | -$12.9K | ﹤0.01% | 236 |
|
|
2023
Q1 | $300K | Sell |
10,013
-2,307
| -19% | -$69.1K | ﹤0.01% | 239 |
|
|
2022
Q4 | $377K | Sell |
12,320
-49
| -0.4% | -$1.5K | ﹤0.01% | 225 |
|
|
2022
Q3 | $305K | Buy |
12,369
+325
| +3% | +$8.01K | ﹤0.01% | 246 |
|
|
2022
Q2 | $386K | Hold |
12,044
| – | – | ﹤0.01% | 227 |
|
|
2022
Q1 | $379K | Hold |
12,044
| – | – | ﹤0.01% | 234 |
|
|
2021
Q4 | $404K | Buy |
12,044
+9,307
| +340% | +$312K | ﹤0.01% | 234 |
|
|
2021
Q3 | $80K | Buy |
2,737
+50
| +2% | +$1.46K | ﹤0.01% | 412 |
|
|
2021
Q2 | $94K | Buy |
+2,687
| New | +$94K | ﹤0.01% | 406 |
|
|
2021
Q1 | – | Sell |
-5,036
| Closed | -$125K | – | 374 |
|
|
2020
Q4 | $125K | Hold |
5,036
| – | – | ﹤0.01% | 323 |
|
|
2020
Q3 | $105K | Hold |
5,036
| – | – | ﹤0.01% | 316 |
|
|
2020
Q2 | $77K | Hold |
5,036
| – | – | ﹤0.01% | 336 |
|
|
2020
Q1 | $45K | Sell |
5,036
-40
| -0.8% | -$357 | ﹤0.01% | 389 |
|
|
2019
Q4 | $92K | Hold |
5,076
| – | – | ﹤0.01% | 355 |
|
|
2019
Q3 | $76K | Hold |
5,076
| – | – | ﹤0.01% | 368 |
|
|
2019
Q2 | $122K | Hold |
5,076
| – | – | ﹤0.01% | 317 |
|
|
2019
Q1 | $189K | Hold |
5,076
| – | – | ﹤0.01% | 262 |
|
|
2018
Q4 | $143K | Sell |
5,076
-100
| -2% | -$2.82K | ﹤0.01% | 282 |
|
|
2018
Q3 | $204K | Sell |
5,176
-123
| -2% | -$4.85K | ﹤0.01% | 268 |
|
|
2018
Q2 | $235K | Hold |
5,299
| – | – | ﹤0.01% | 260 |
|
|
2018
Q1 | $258K | Sell |
5,299
-30
| -0.6% | -$1.46K | ﹤0.01% | 250 |
|
|
2017
Q4 | $267K | Hold |
5,329
| – | – | ﹤0.01% | 249 |
|
|
2017
Q3 | $270K | Sell |
5,329
-648
| -11% | -$32.8K | 0.01% | 250 |
|
|
2017
Q2 | $285K | Sell |
5,977
-75
| -1% | -$3.58K | 0.01% | 241 |
|
|
2017
Q1 | $233K | Sell |
6,052
-1,920
| -24% | -$73.9K | ﹤0.01% | 258 |
|
|
2016
Q4 | $176K | Sell |
7,972
-15
| -0.2% | -$331 | ﹤0.01% | 279 |
|
|
2016
Q3 | $128K | Hold |
7,987
| – | – | ﹤0.01% | 311 |
|
|
2016
Q2 | $66K | Buy |
7,987
+546
| +7% | +$4.51K | ﹤0.01% | 370 |
|
|
2016
Q1 | $52K | Sell |
7,441
-1,007
| -12% | -$7.04K | ﹤0.01% | 386 |
|
|
2015
Q4 | $45K | Buy |
+8,448
| New | +$45K | ﹤0.01% | 429 |
|