LWCFA
CRC
Loring Wolcott & Coolidge Fiduciary Advisors’s California Resources Corporation CRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,000
| Closed | -$2K | – | 622 |
|
|
2020
Q2 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 571 |
|
|
2020
Q1 | $2K | Sell |
2,000
-8,860
| -82% | -$8.86K | ﹤0.01% | 626 |
|
|
2019
Q4 | $98K | Hold |
10,860
| – | – | ﹤0.01% | 347 |
|
|
2019
Q3 | $111K | Hold |
10,860
| – | – | ﹤0.01% | 326 |
|
|
2019
Q2 | $214K | Hold |
10,860
| – | – | ﹤0.01% | 257 |
|
|
2019
Q1 | $279K | Buy |
10,860
+3,860
| +55% | +$99.2K | ﹤0.01% | 232 |
|
|
2018
Q4 | $119K | Buy |
7,000
+2,000
| +40% | +$34K | ﹤0.01% | 306 |
|
|
2018
Q3 | $243K | Hold |
5,000
| – | – | ﹤0.01% | 251 |
|
|
2018
Q2 | $227K | Hold |
5,000
| – | – | ﹤0.01% | 264 |
|
|
2018
Q1 | $86K | Hold |
5,000
| – | – | ﹤0.01% | 388 |
|
|
2017
Q4 | $97K | Buy |
5,000
+4,998
| +249,900% | +$97K | ﹤0.01% | 365 |
|
|
2017
Q3 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 951 |
|
|
2017
Q2 | $0 | Sell |
4
-15
| -79% | – | ﹤0.01% | 676 |
|
|
2017
Q1 | $0 | Sell |
19
-10
| -34% | – | ﹤0.01% | 645 |
|
|
2016
Q4 | $0 | Sell |
29
-23
| -44% | – | ﹤0.01% | 640 |
|
|
2016
Q3 | $0 | Sell |
52
-98
| -65% | – | ﹤0.01% | 664 |
|
|
2016
Q2 | $2K | Sell |
150
-19,001
| -99% | -$23.5K | ﹤0.01% | 625 |
|
|
2016
Q1 | $20K | Buy |
19,151
+5,533
| +41% | +$5.78K | ﹤0.01% | 482 |
|
|
2015
Q4 | $32K | Sell |
13,618
-3,296
| -19% | -$7.73K | ﹤0.01% | 476 |
|
|
2015
Q3 | $102K | Hold |
16,914
| – | – | ﹤0.01% | 354 |
|
|
2015
Q2 | $102K | Sell |
16,914
-21,276
| -56% | -$128K | ﹤0.01% | 354 |
|
|
2015
Q1 | $291K | Sell |
38,190
-48,675
| -56% | -$371K | 0.01% | 256 |
|
|
2014
Q4 | $478K | Buy |
+86,865
| New | +$478K | 0.01% | 202 |
|