LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Euronet Worldwide EEFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-388
| Closed | -$53K | – | 804 |
|
|
2021
Q2 | $53K | Buy |
+388
| New | +$53K | ﹤0.01% | 467 |
|
|
2021
Q1 | – | Sell |
-716
| Closed | -$104K | – | 425 |
|
|
2020
Q4 | $104K | Sell |
716
-345
| -33% | -$50.1K | ﹤0.01% | 347 |
|
|
2020
Q3 | $97K | Hold |
1,061
| – | – | ﹤0.01% | 329 |
|
|
2020
Q2 | $102K | Sell |
1,061
-2,685
| -72% | -$258K | ﹤0.01% | 303 |
|
|
2020
Q1 | $321K | Buy |
3,746
+517
| +16% | +$44.3K | 0.01% | 205 |
|
|
2019
Q4 | $509K | Buy |
3,229
+1,460
| +83% | +$230K | 0.01% | 203 |
|
|
2019
Q3 | $259K | Buy |
1,769
+686
| +63% | +$100K | ﹤0.01% | 240 |
|
|
2019
Q2 | $182K | Buy |
1,083
+93
| +9% | +$15.6K | ﹤0.01% | 274 |
|
|
2019
Q1 | $141K | Hold |
990
| – | – | ﹤0.01% | 289 |
|
|
2018
Q4 | $101K | Hold |
990
| – | – | ﹤0.01% | 318 |
|
|
2018
Q3 | $99K | Sell |
990
-2,550
| -72% | -$255K | ﹤0.01% | 351 |
|
|
2018
Q2 | $297K | Sell |
3,540
-4,885
| -58% | -$410K | 0.01% | 242 |
|
|
2018
Q1 | $665K | Sell |
8,425
-4,945
| -37% | -$390K | 0.01% | 190 |
|
|
2017
Q4 | $1.13M | Buy |
13,370
+1,375
| +11% | +$116K | 0.02% | 156 |
|
|
2017
Q3 | $1.14M | Buy |
11,995
+1,060
| +10% | +$100K | 0.02% | 151 |
|
|
2017
Q2 | $1.06M | Hold |
10,935
| – | – | 0.02% | 152 |
|
|
2017
Q1 | $935K | Hold |
10,935
| – | – | 0.02% | 159 |
|
|
2016
Q4 | $792K | Buy |
10,935
+2,855
| +35% | +$207K | 0.02% | 167 |
|
|
2016
Q3 | $661K | Hold |
8,080
| – | – | 0.02% | 174 |
|
|
2016
Q2 | $559K | Buy |
+8,080
| New | +$559K | 0.01% | 180 |
|