LWCFA
EV
Loring Wolcott & Coolidge Fiduciary Advisors’s Eaton Vance Corp. EV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,200
| Closed | -$557K | – | 777 |
|
|
2020
Q4 | $557K | Buy |
+8,200
| New | +$557K | 0.01% | 195 |
|
|
2016
Q2 | – | Sell |
-999
| Closed | -$33K | – | 656 |
|
|
2016
Q1 | $33K | Sell |
999
-1
| -0.1% | -$33 | ﹤0.01% | 441 |
|
|
2015
Q4 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 475 |
|
|
2015
Q3 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 444 |
|
|
2015
Q2 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 444 |
|
|
2015
Q1 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 452 |
|
|
2014
Q4 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 450 |
|
|
2014
Q3 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 440 |
|
|
2014
Q2 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 463 |
|
|
2014
Q1 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 440 |
|
|
2013
Q4 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 401 |
|
|
2013
Q3 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 389 |
|
|
2013
Q2 | $38K | Buy |
+1,000
| New | +$38K | ﹤0.01% | 415 |
|