LWCFA
CGC
Loring Wolcott & Coolidge Fiduciary Advisors’s Canopy Growth CGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-32
| Closed | -$149 | – | 569 |
|
|
2023
Q4 | $149 | Sell |
32
-294
| -90% | -$1.37K | ﹤0.01% | 551 |
|
|
2023
Q3 | $181 | Hold |
326
| – | – | ﹤0.01% | 600 |
|
|
2023
Q2 | $126 | Hold |
326
| – | – | ﹤0.01% | 627 |
|
|
2023
Q1 | $571 | Buy |
+326
| New | +$571 | ﹤0.01% | 585 |
|
|
2020
Q3 | – | Sell |
-3,600
| Closed | -$58K | – | 595 |
|
|
2020
Q2 | $58K | Hold |
3,600
| – | – | ﹤0.01% | 363 |
|
|
2020
Q1 | $52K | Hold |
3,600
| – | – | ﹤0.01% | 371 |
|
|
2019
Q4 | $76K | Buy |
3,600
+2,000
| +125% | +$42.2K | ﹤0.01% | 383 |
|
|
2019
Q3 | $37K | Buy |
+1,600
| New | +$37K | ﹤0.01% | 437 |
|