LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Forrester Research FORR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-157
| Closed | -$9K | – | 665 |
|
|
2021
Q4 | $9K | Hold |
157
| – | – | ﹤0.01% | 613 |
|
|
2021
Q3 | $8K | Hold |
157
| – | – | ﹤0.01% | 616 |
|
|
2021
Q2 | $7K | Buy |
+157
| New | +$7K | ﹤0.01% | 696 |
|
|
2021
Q1 | – | Sell |
-157
| Closed | -$7K | – | 455 |
|
|
2020
Q4 | $7K | Buy |
+157
| New | +$7K | ﹤0.01% | 637 |
|