LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Cognex CGNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-69
| Closed | -$3.25K | – | 601 |
|
|
2022
Q4 | $3.25K | Hold |
69
| – | – | ﹤0.01% | 543 |
|
|
2022
Q3 | $3K | Hold |
69
| – | – | ﹤0.01% | 567 |
|
|
2022
Q2 | $3K | Hold |
69
| – | – | ﹤0.01% | 591 |
|
|
2022
Q1 | $5K | Hold |
69
| – | – | ﹤0.01% | 584 |
|
|
2021
Q4 | $5K | Sell |
69
-52
| -43% | -$3.77K | ﹤0.01% | 649 |
|
|
2021
Q3 | $10K | Hold |
121
| – | – | ﹤0.01% | 584 |
|
|
2021
Q2 | $10K | Buy |
+121
| New | +$10K | ﹤0.01% | 627 |
|
|
2021
Q1 | – | Sell |
-69
| Closed | -$6K | – | 376 |
|
|
2020
Q4 | $6K | Sell |
69
-750
| -92% | -$65.2K | ﹤0.01% | 665 |
|
|
2020
Q3 | $53K | Buy |
819
+69
| +9% | +$4.47K | ﹤0.01% | 392 |
|
|
2020
Q2 | $45K | Buy |
+750
| New | +$45K | ﹤0.01% | 385 |
|
|
2018
Q1 | – | Sell |
-800
| Closed | -$49K | – | 733 |
|
|
2017
Q4 | $49K | Buy |
800
+400
| +100% | +$24.5K | ﹤0.01% | 436 |
|
|
2017
Q3 | $44K | Buy |
+400
| New | +$44K | ﹤0.01% | 436 |
|