LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Forte Biosciences FBRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$107 | – | 564 |
|
|
2024
Q4 | $107 | Hold |
7
| – | – | ﹤0.01% | 558 |
|
|
2024
Q3 | $32 | Sell |
7
-186
| -96% | -$850 | ﹤0.01% | 571 |
|
|
2024
Q2 | $112 | Hold |
193
| – | – | ﹤0.01% | 549 |
|
|
2024
Q1 | $139 | Hold |
193
| – | – | ﹤0.01% | 559 |
|
|
2023
Q4 | $118 | Hold |
193
| – | – | ﹤0.01% | 552 |
|
|
2023
Q3 | $92 | Hold |
193
| – | – | ﹤0.01% | 604 |
|
|
2023
Q2 | $201 | Hold |
193
| – | – | ﹤0.01% | 625 |
|
|
2023
Q1 | $195 | Hold |
193
| – | – | ﹤0.01% | 589 |
|
|
2022
Q4 | $193 | Hold |
193
| – | – | ﹤0.01% | 570 |
|
|
2022
Q3 | $1K | Hold |
193
| – | – | ﹤0.01% | 592 |
|
|
2022
Q2 | $0 | Hold |
193
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $0 | Hold |
193
| – | – | ﹤0.01% | 663 |
|
|
2021
Q4 | $0 | Hold |
193
| – | – | ﹤0.01% | 735 |
|
|
2021
Q3 | $0 | Hold |
193
| – | – | ﹤0.01% | 813 |
|
|
2021
Q2 | $6K | Buy |
+193
| New | +$6K | ﹤0.01% | 716 |
|
|
2021
Q1 | – | Sell |
-193
| Closed | -$7K | – | 444 |
|
|
2020
Q4 | $7K | Hold |
193
| – | – | ﹤0.01% | 635 |
|
|
2020
Q3 | $9K | Hold |
193
| – | – | ﹤0.01% | 514 |
|
|
2020
Q2 | $3K | Sell |
193
-2,705
| -93% | -$42K | ﹤0.01% | 553 |
|
|
2020
Q1 | $4K | Hold |
2,898
| – | – | ﹤0.01% | 595 |
|
|
2019
Q4 | $2K | Hold |
2,898
| – | – | ﹤0.01% | 645 |
|
|
2019
Q3 | $2K | Hold |
2,898
| – | – | ﹤0.01% | 638 |
|
|
2019
Q2 | $19K | Hold |
2,898
| – | – | ﹤0.01% | 511 |
|
|
2019
Q1 | $32K | Hold |
2,898
| – | – | ﹤0.01% | 454 |
|
|
2018
Q4 | $24K | Hold |
2,898
| – | – | ﹤0.01% | 487 |
|
|
2018
Q3 | $45K | Hold |
2,898
| – | – | ﹤0.01% | 433 |
|
|
2018
Q2 | $27K | Hold |
2,898
| – | – | ﹤0.01% | 479 |
|
|
2018
Q1 | $34K | Hold |
2,898
| – | – | ﹤0.01% | 481 |
|
|
2017
Q4 | $30K | Buy |
+2,898
| New | +$30K | ﹤0.01% | 477 |
|