LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-35
| Closed | -$5K | – | 662 |
|
|
2021
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 653 |
|
|
2021
Q3 | $4K | Sell |
35
-18
| -34% | -$2.06K | ﹤0.01% | 671 |
|
|
2021
Q2 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 695 |
|
|
2019
Q1 | – | Sell |
-114
| Closed | -$8K | – | 715 |
|
|
2018
Q4 | $8K | Hold |
114
| – | – | ﹤0.01% | 576 |
|
|
2018
Q3 | $8K | Hold |
114
| – | – | ﹤0.01% | 544 |
|
|
2018
Q2 | $8K | Hold |
114
| – | – | ﹤0.01% | 557 |
|
|
2018
Q1 | $7K | Hold |
114
| – | – | ﹤0.01% | 602 |
|
|
2017
Q4 | $7K | Hold |
114
| – | – | ﹤0.01% | 590 |
|
|
2017
Q3 | $7K | Buy |
+114
| New | +$7K | ﹤0.01% | 573 |
|
|
2015
Q4 | – | Sell |
-575
| Closed | -$27K | – | 652 |
|
|
2015
Q3 | $27K | Hold |
575
| – | – | ﹤0.01% | 475 |
|
|
2015
Q2 | $27K | Sell |
575
-525
| -48% | -$24.7K | ﹤0.01% | 475 |
|
|
2015
Q1 | $53K | Sell |
1,100
-4,000
| -78% | -$193K | ﹤0.01% | 424 |
|
|
2014
Q4 | $228K | Hold |
5,100
| – | – | 0.01% | 261 |
|
|
2014
Q3 | $207K | Hold |
5,100
| – | – | 0.01% | 265 |
|
|
2014
Q2 | $225K | Sell |
5,100
-2,050
| -29% | -$90.4K | 0.01% | 262 |
|
|
2014
Q1 | $283K | Buy |
7,150
+5,100
| +249% | +$202K | 0.01% | 232 |
|
|
2013
Q4 | $91K | Hold |
2,050
| – | – | ﹤0.01% | 339 |
|
|
2013
Q3 | $90K | Sell |
2,050
-135
| -6% | -$5.93K | ﹤0.01% | 319 |
|
|
2013
Q2 | $83K | Buy |
+2,185
| New | +$83K | ﹤0.01% | 341 |
|