LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-27
| Closed | -$1K | – | 664 |
|
|
2019
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 663 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 661 |
|
|
2019
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 685 |
|
|
2019
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 672 |
|
|
2018
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 668 |
|
|
2018
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 600 |
|
|
2018
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 612 |
|
|
2018
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 692 |
|
|
2017
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 688 |
|
|
2017
Q3 | $0 | Buy |
+27
| New | – | ﹤0.01% | 811 |
|