LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Dolby DLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-36
| Closed | -$3K | – | 408 |
|
|
2020
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 723 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$2K | – | 665 |
|
|
2019
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 642 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$1K | – | 687 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 686 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 673 |
|
|
2018
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 699 |
|
|
2015
Q4 | – | Sell |
-250
| Closed | -$10K | – | 647 |
|
|
2015
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 542 |
|
|
2015
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 542 |
|
|
2015
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 561 |
|
|
2014
Q4 | $11K | Hold |
250
| – | – | ﹤0.01% | 542 |
|
|
2014
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 534 |
|
|
2014
Q2 | $11K | Hold |
250
| – | – | ﹤0.01% | 552 |
|
|
2014
Q1 | $11K | Hold |
250
| – | – | ﹤0.01% | 539 |
|
|
2013
Q4 | $10K | Hold |
250
| – | – | ﹤0.01% | 524 |
|
|
2013
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 499 |
|
|
2013
Q2 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 544 |
|