LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Sell |
540
-23
| -4% | -$8.21K | ﹤0.01% | 283 |
|
|
2025
Q1 | $155K | Hold |
563
| – | – | ﹤0.01% | 291 |
|
|
2024
Q4 | $175K | Sell |
563
-26
| -4% | -$8.1K | ﹤0.01% | 296 |
|
|
2024
Q3 | $203K | Buy |
589
+161
| +38% | +$55.6K | ﹤0.01% | 280 |
|
|
2024
Q2 | $142K | Sell |
428
-31
| -7% | -$10.3K | ﹤0.01% | 304 |
|
|
2024
Q1 | $141K | Buy |
459
+31
| +7% | +$9.55K | ﹤0.01% | 303 |
|
|
2023
Q4 | $105K | Sell |
428
-279
| -39% | -$68.7K | ﹤0.01% | 343 |
|
|
2023
Q3 | $153K | Buy |
707
+687
| +3,435% | +$149K | ﹤0.01% | 310 |
|
|
2023
Q2 | $4.02K | Buy |
20
+7
| +54% | +$1.41K | ﹤0.01% | 583 |
|
|
2023
Q1 | $2.23K | Hold |
13
| – | – | ﹤0.01% | 570 |
|
|
2022
Q4 | $2.04K | Sell |
13
-8
| -38% | -$1.26K | ﹤0.01% | 552 |
|
|
2022
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 570 |
|
|
2022
Q2 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 594 |
|
|
2022
Q1 | – | Sell |
-46
| Closed | -$8K | – | 660 |
|
|
2021
Q4 | $8K | Hold |
46
| – | – | ﹤0.01% | 627 |
|
|
2021
Q3 | $7K | Sell |
46
-47
| -51% | -$7.15K | ﹤0.01% | 635 |
|
|
2021
Q2 | $14K | Buy |
+93
| New | +$14K | ﹤0.01% | 570 |
|
|
2021
Q1 | – | Sell |
-391
| Closed | -$47K | – | 438 |
|
|
2020
Q4 | $47K | Buy |
391
+344
| +732% | +$41.4K | ﹤0.01% | 435 |
|
|
2020
Q3 | $5K | Hold |
47
| – | – | ﹤0.01% | 545 |
|
|
2020
Q2 | $4K | Buy |
47
+28
| +147% | +$2.38K | ﹤0.01% | 543 |
|
|
2020
Q1 | $1K | Sell |
19
-1,081
| -98% | -$56.9K | ﹤0.01% | 632 |
|
|
2019
Q4 | $104K | Sell |
1,100
-310
| -22% | -$29.3K | ﹤0.01% | 340 |
|
|
2019
Q3 | $117K | Sell |
1,410
-250
| -15% | -$20.7K | ﹤0.01% | 319 |
|
|
2019
Q2 | $138K | Sell |
1,660
-145
| -8% | -$12.1K | ﹤0.01% | 299 |
|
|
2019
Q1 | $145K | Sell |
1,805
-449
| -20% | -$36.1K | ﹤0.01% | 286 |
|
|
2018
Q4 | $155K | Buy |
2,254
+249
| +12% | +$17.1K | ﹤0.01% | 276 |
|
|
2018
Q3 | $174K | Hold |
2,005
| – | – | ﹤0.01% | 279 |
|
|
2018
Q2 | $150K | Sell |
2,005
-450
| -18% | -$33.7K | ﹤0.01% | 300 |
|
|
2018
Q1 | $196K | Sell |
2,455
-300
| -11% | -$24K | ﹤0.01% | 277 |
|
|
2017
Q4 | $218K | Sell |
2,755
-400
| -13% | -$31.7K | ﹤0.01% | 272 |
|
|
2017
Q3 | $242K | Hold |
3,155
| – | – | ﹤0.01% | 258 |
|
|
2017
Q2 | $247K | Buy |
3,155
+145
| +5% | +$11.4K | ﹤0.01% | 252 |
|
|
2017
Q1 | $223K | Sell |
3,010
-1,400
| -32% | -$104K | ﹤0.01% | 265 |
|
|
2016
Q4 | $296K | Sell |
4,410
-500
| -10% | -$33.6K | 0.01% | 229 |
|
|
2016
Q3 | $323K | Buy |
4,910
+4,460
| +991% | +$293K | 0.01% | 223 |
|
|
2016
Q2 | $27K | Hold |
450
| – | – | ﹤0.01% | 457 |
|
|
2016
Q1 | $28K | Sell |
450
-6,000
| -93% | -$373K | ﹤0.01% | 454 |
|
|
2015
Q4 | $336K | Buy |
6,450
+5,381
| +503% | +$280K | 0.01% | 225 |
|
|
2015
Q3 | $72K | Hold |
1,069
| – | – | ﹤0.01% | 386 |
|
|
2015
Q2 | $72K | Hold |
1,069
| – | – | ﹤0.01% | 386 |
|
|
2015
Q1 | $73K | Hold |
1,069
| – | – | ﹤0.01% | 394 |
|
|
2014
Q4 | $73K | Hold |
1,069
| – | – | ﹤0.01% | 384 |
|
|
2014
Q3 | $68K | Hold |
1,069
| – | – | ﹤0.01% | 375 |
|
|
2014
Q2 | $83K | Buy |
1,069
+541
| +102% | +$42K | ﹤0.01% | 380 |
|
|
2014
Q1 | $40K | Hold |
528
| – | – | ﹤0.01% | 428 |
|
|
2013
Q4 | $40K | Buy |
528
+78
| +17% | +$5.91K | ﹤0.01% | 407 |
|
|
2013
Q3 | $31K | Hold |
450
| – | – | ﹤0.01% | 405 |
|
|
2013
Q2 | $30K | Buy |
+450
| New | +$30K | ﹤0.01% | 441 |
|