LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s F5 FFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-23
| Closed | -$3K | – | 618 |
|
|
2016
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 576 |
|
|
2016
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 590 |
|
|
2016
Q2 | $3K | Sell |
23
-24
| -51% | -$3.13K | ﹤0.01% | 606 |
|
|
2016
Q1 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 576 |
|
|
2014
Q1 | – | Sell |
-35
| Closed | -$3K | – | 625 |
|
|
2013
Q4 | $3K | Sell |
35
-150
| -81% | -$12.9K | ﹤0.01% | 572 |
|
|
2013
Q3 | $16K | Sell |
185
-350
| -65% | -$30.3K | ﹤0.01% | 459 |
|
|
2013
Q2 | $37K | Buy |
+535
| New | +$37K | ﹤0.01% | 419 |
|