LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s Flex FLEX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-142
Closed -$2.46K – 646
2023
Q1 		$2.46K Hold
142
– – ﹤0.01% 565
2022
Q4 		$2.3K Hold
142
– – ﹤0.01% 548
2022
Q3 		$2K Hold
142
– – ﹤0.01% 583
2022
Q2 		$2K Buy
+142
New +$2K ﹤0.01% 611