LWCFA
CRT
Loring Wolcott & Coolidge Fiduciary Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-7,148
| Closed | -$137K | – | 616 |
|
|
2015
Q1 | $137K | Hold |
7,148
| – | – | ﹤0.01% | 331 |
|
|
2014
Q4 | $124K | Sell |
7,148
-450
| -6% | -$7.81K | ﹤0.01% | 334 |
|
|
2014
Q3 | $242K | Hold |
7,598
| – | – | 0.01% | 247 |
|
|
2014
Q2 | $251K | Hold |
7,598
| – | – | 0.01% | 247 |
|
|
2014
Q1 | $237K | Hold |
7,598
| – | – | 0.01% | 250 |
|
|
2013
Q4 | $223K | Hold |
7,598
| – | – | 0.01% | 248 |
|
|
2013
Q3 | $223K | Hold |
7,598
| – | – | 0.01% | 238 |
|
|
2013
Q2 | $206K | Buy |
+7,598
| New | +$206K | 0.01% | 251 |
|