LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,500
| Closed | -$87K | – | 607 |
|
|
2022
Q2 | $87K | Buy |
+2,500
| New | +$87K | ﹤0.01% | 371 |
|
|
2021
Q3 | – | Sell |
-426
| Closed | -$16K | – | 797 |
|
|
2021
Q2 | $16K | Buy |
+426
| New | +$16K | ﹤0.01% | 562 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$16K | – | 716 |
|
|
2019
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 533 |
|
|
2018
Q4 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 545 |
|
|
2016
Q1 | – | Sell |
-127
| Closed | -$3K | – | 620 |
|
|
2015
Q4 | $3K | Buy |
+127
| New | +$3K | ﹤0.01% | 612 |
|