LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2
| Closed | – | – | 718 |
|
|
2019
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 712 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$4K | – | 700 |
|
|
2018
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 572 |
|
|
2018
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 588 |
|
|
2018
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 633 |
|
|
2017
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 615 |
|
|
2017
Q3 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 601 |
|