LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-83
| Closed | -$7K | – | 650 |
|
|
2021
Q4 | $7K | Hold |
83
| – | – | ﹤0.01% | 635 |
|
|
2021
Q3 | $7K | Sell |
83
-101
| -55% | -$8.52K | ﹤0.01% | 633 |
|
|
2021
Q2 | $13K | Buy |
+184
| New | +$13K | ﹤0.01% | 576 |
|
|
2021
Q1 | – | Sell |
-83
| Closed | -$5K | – | 385 |
|
|
2020
Q4 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 684 |
|
|
2020
Q1 | – | Sell |
-2,505
| Closed | -$180K | – | 657 |
|
|
2019
Q4 | $180K | Sell |
2,505
-15
| -0.6% | -$1.08K | ﹤0.01% | 283 |
|
|
2019
Q3 | $166K | Buy |
2,520
+2,458
| +3,965% | +$162K | ﹤0.01% | 282 |
|
|
2019
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 604 |
|
|
2019
Q1 | $5K | Buy |
62
+47
| +313% | +$3.79K | ﹤0.01% | 590 |
|
|
2018
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 666 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 628 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 640 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 691 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 685 |
|
|
2017
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 701 |
|