LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10
| Closed | -$4K | – | 638 |
|
|
2022
Q1 | $4K | Hold |
10
| – | – | ﹤0.01% | 595 |
|
|
2021
Q4 | $4K | Hold |
10
| – | – | ﹤0.01% | 665 |
|
|
2021
Q3 | $4K | Sell |
10
-10
| -50% | -$4K | ﹤0.01% | 668 |
|
|
2021
Q2 | $8K | Buy |
+20
| New | +$8K | ﹤0.01% | 667 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$4K | – | 388 |
|
|
2020
Q4 | $4K | Hold |
10
| – | – | ﹤0.01% | 705 |
|
|
2020
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 557 |
|
|
2020
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 550 |
|
|
2020
Q1 | $3K | Sell |
10
-15
| -60% | -$4.5K | ﹤0.01% | 603 |
|
|
2019
Q4 | $8K | Sell |
25
-13
| -34% | -$4.16K | ﹤0.01% | 587 |
|
|
2019
Q3 | $11K | Sell |
38
-6
| -14% | -$1.74K | ﹤0.01% | 557 |
|
|
2019
Q2 | $15K | Buy |
44
+15
| +52% | +$5.11K | ﹤0.01% | 531 |
|
|
2019
Q1 | $9K | Sell |
29
-1
| -3% | -$310 | ﹤0.01% | 564 |
|
|
2018
Q4 | $8K | Sell |
30
-9
| -23% | -$2.4K | ﹤0.01% | 575 |
|
|
2018
Q3 | $11K | Hold |
39
| – | – | ﹤0.01% | 528 |
|
|
2018
Q2 | $9K | Hold |
39
| – | – | ﹤0.01% | 552 |
|
|
2018
Q1 | $9K | Sell |
39
-9,441
| -100% | -$2.18M | ﹤0.01% | 589 |
|
|
2017
Q4 | $2.07M | Hold |
9,480
| – | – | 0.04% | 125 |
|
|
2017
Q3 | $2.25M | Buy |
9,480
+10
| +0.1% | +$2.37K | 0.04% | 117 |
|
|
2017
Q2 | $2.31M | Hold |
9,470
| – | – | 0.05% | 111 |
|
|
2017
Q1 | $1.89M | Hold |
9,470
| – | – | 0.04% | 120 |
|
|
2016
Q4 | $1.66M | Sell |
9,470
-8,145
| -46% | -$1.43M | 0.04% | 122 |
|
|
2016
Q3 | $3.16M | Hold |
17,615
| – | – | 0.07% | 103 |
|
|
2016
Q2 | $3.02M | Buy |
17,615
+440
| +3% | +$75.5K | 0.07% | 107 |
|
|
2016
Q1 | $2.64M | Buy |
17,175
+985
| +6% | +$152K | 0.06% | 109 |
|
|
2015
Q4 | $2.17M | Buy |
16,190
+16,185
| +323,700% | +$2.17M | 0.05% | 117 |
|
|
2015
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 611 |
|
|
2015
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 615 |
|
|
2015
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 620 |
|