LWCFA
DD
Loring Wolcott & Coolidge Fiduciary Advisors’s Du Pont De Nemours E I DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-48,600
| Closed | -$4M | – | 945 |
|
|
2017
Q2 | $4M | Sell |
48,600
-789
| -2% | -$64.9K | 0.08% | 95 |
|
|
2017
Q1 | $3.97M | Sell |
49,389
-320
| -0.6% | -$25.7K | 0.08% | 96 |
|
|
2016
Q4 | $3.65M | Sell |
49,709
-3,336
| -6% | -$245K | 0.08% | 100 |
|
|
2016
Q3 | $3.55M | Sell |
53,045
-968
| -2% | -$64.8K | 0.08% | 100 |
|
|
2016
Q2 | $3.5M | Buy |
54,013
+2,010
| +4% | +$130K | 0.08% | 103 |
|
|
2016
Q1 | $3.29M | Sell |
52,003
-42
| -0.1% | -$2.66K | 0.08% | 105 |
|
|
2015
Q4 | $3.47M | Sell |
52,045
-4,407
| -8% | -$293K | 0.09% | 106 |
|
|
2015
Q3 | $3.61M | Hold |
56,452
| – | – | 0.09% | 99 |
|
|
2015
Q2 | $3.61M | Sell |
56,452
-1,572
| -3% | -$101K | 0.09% | 99 |
|
|
2015
Q1 | $4.15M | Sell |
58,024
-23
| -0% | -$1.64K | 0.1% | 92 |
|
|
2014
Q4 | $4.29M | Sell |
58,047
-1,123
| -2% | -$83K | 0.11% | 92 |
|
|
2014
Q3 | $4.25M | Buy |
59,170
+3,549
| +6% | +$255K | 0.11% | 91 |
|
|
2014
Q2 | $3.64M | Buy |
55,621
+537
| +1% | +$35.1K | 0.1% | 95 |
|
|
2014
Q1 | $3.7M | Buy |
55,084
+2,636
| +5% | +$177K | 0.1% | 98 |
|
|
2013
Q4 | $3.41M | Buy |
52,448
+939
| +2% | +$61K | 0.09% | 101 |
|
|
2013
Q3 | $3.02M | Buy |
51,509
+612
| +1% | +$35.8K | 0.09% | 104 |
|
|
2013
Q2 | $2.67M | Buy |
+50,897
| New | +$2.67M | 0.08% | 113 |
|