LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Globe Life GL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-44
| Closed | -$4.82K | – | 628 |
|
2023
Q2 | $4.82K | Buy |
+44
| New | +$4.82K | ﹤0.01% | 578 |
|
2021
Q4 | – | Sell |
-750
| Closed | -$67K | – | 739 |
|
2021
Q3 | $67K | Hold |
750
| – | – | ﹤0.01% | 433 |
|
2021
Q2 | $71K | Buy |
+750
| New | +$71K | ﹤0.01% | 440 |
|
2021
Q1 | – | Sell |
-750
| Closed | -$71K | – | 465 |
|
2020
Q4 | $71K | Hold |
750
| – | – | ﹤0.01% | 391 |
|
2020
Q3 | $60K | Hold |
750
| – | – | ﹤0.01% | 377 |
|
2020
Q2 | $56K | Hold |
750
| – | – | ﹤0.01% | 368 |
|
2020
Q1 | $54K | Hold |
750
| – | – | ﹤0.01% | 366 |
|
2019
Q4 | $79K | Hold |
750
| – | – | ﹤0.01% | 377 |
|
2019
Q3 | $72K | Sell |
750
-45
| -6% | -$4.32K | ﹤0.01% | 374 |
|
2019
Q2 | $71K | Hold |
795
| – | – | ﹤0.01% | 368 |
|
2019
Q1 | $65K | Buy |
795
+45
| +6% | +$3.68K | ﹤0.01% | 372 |
|
2018
Q4 | $56K | Hold |
750
| – | – | ﹤0.01% | 394 |
|
2018
Q3 | $65K | Hold |
750
| – | – | ﹤0.01% | 402 |
|
2018
Q2 | $61K | Hold |
750
| – | – | ﹤0.01% | 407 |
|
2018
Q1 | $63K | Hold |
750
| – | – | ﹤0.01% | 418 |
|
2017
Q4 | $68K | Hold |
750
| – | – | ﹤0.01% | 404 |
|
2017
Q3 | $60K | Hold |
750
| – | – | ﹤0.01% | 408 |
|
2017
Q2 | $59K | Hold |
750
| – | – | ﹤0.01% | 404 |
|
2017
Q1 | $58K | Hold |
750
| – | – | ﹤0.01% | 397 |
|
2016
Q4 | $55K | Hold |
750
| – | – | ﹤0.01% | 384 |
|
2016
Q3 | $48K | Hold |
750
| – | – | ﹤0.01% | 396 |
|
2016
Q2 | $46K | Hold |
750
| – | – | ﹤0.01% | 403 |
|
2016
Q1 | $41K | Hold |
750
| – | – | ﹤0.01% | 419 |
|
2015
Q4 | $43K | Buy |
+750
| New | +$43K | ﹤0.01% | 441 |
|