LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s DXC Technology DXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-58
| Closed | -$2K | – | 731 |
|
|
2021
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 705 |
|
|
2021
Q2 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 847 |
|
|
2021
Q1 | – | Sell |
-850
| Closed | -$22K | – | 419 |
|
|
2020
Q4 | $22K | Hold |
850
| – | – | ﹤0.01% | 498 |
|
|
2020
Q3 | $15K | Sell |
850
-103
| -11% | -$1.82K | ﹤0.01% | 489 |
|
|
2020
Q2 | $16K | Hold |
953
| – | – | ﹤0.01% | 470 |
|
|
2020
Q1 | $12K | Sell |
953
-68
| -7% | -$856 | ﹤0.01% | 522 |
|
|
2019
Q4 | $38K | Buy |
1,021
+773
| +312% | +$28.8K | ﹤0.01% | 445 |
|
|
2019
Q3 | $7K | Hold |
248
| – | – | ﹤0.01% | 589 |
|
|
2019
Q2 | $14K | Hold |
248
| – | – | ﹤0.01% | 538 |
|
|
2019
Q1 | $16K | Hold |
248
| – | – | ﹤0.01% | 534 |
|
|
2018
Q4 | $13K | Hold |
248
| – | – | ﹤0.01% | 548 |
|
|
2018
Q3 | $23K | Hold |
248
| – | – | ﹤0.01% | 486 |
|
|
2018
Q2 | $20K | Sell |
248
-1,176
| -83% | -$94.8K | ﹤0.01% | 502 |
|
|
2018
Q1 | $143K | Hold |
1,424
| – | – | ﹤0.01% | 315 |
|
|
2017
Q4 | $135K | Sell |
1,424
-219
| -13% | -$20.8K | ﹤0.01% | 328 |
|
|
2017
Q3 | $141K | Buy |
1,643
+5
| +0.3% | +$429 | ﹤0.01% | 315 |
|
|
2017
Q2 | $128K | Buy |
+1,638
| New | +$128K | ﹤0.01% | 323 |
|