LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-174
| Closed | -$3.82K | – | 571 |
|
|
2023
Q3 | $3.82K | Buy |
+174
| New | +$3.82K | ﹤0.01% | 567 |
|
|
2020
Q1 | – | Sell |
-225
| Closed | -$6K | – | 673 |
|
|
2019
Q4 | $6K | Hold |
225
| – | – | ﹤0.01% | 601 |
|
|
2019
Q3 | $6K | Hold |
225
| – | – | ﹤0.01% | 599 |
|
|
2019
Q2 | $6K | Hold |
225
| – | – | ﹤0.01% | 593 |
|
|
2019
Q1 | $6K | Buy |
+225
| New | +$6K | ﹤0.01% | 583 |
|