LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10
| Closed | -$3K | – | 733 |
|
|
2021
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 682 |
|
|
2021
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 849 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | -$1K | – | 690 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 687 |
|
|
2019
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 674 |
|
|
2017
Q4 | – | Sell |
-13
| Closed | -$1K | – | 775 |
|
|
2017
Q3 | $1K | Sell |
13
-3
| -19% | -$231 | ﹤0.01% | 706 |
|
|
2017
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 616 |
|