Loring Wolcott & Coolidge Fiduciary Advisors’s First National Corp FXNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,750
| Closed | -$79K | – | 646 |
|
|
2022
Q1 | $79K | Hold |
3,750
| – | – | ﹤0.01% | 408 |
|
|
2021
Q4 | $86K | Hold |
3,750
| – | – | ﹤0.01% | 407 |
|
|
2021
Q3 | $86K | Hold |
3,750
| – | – | ﹤0.01% | 405 |
|
|
2021
Q2 | $75K | Buy |
+3,750
| New | +$75K | ﹤0.01% | 434 |
|
|
2021
Q1 | – | Sell |
-4,850
| Closed | -$82K | – | 460 |
|
|
2020
Q4 | $82K | Buy |
+4,850
| New | +$82K | ﹤0.01% | 377 |
|