LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-328
| Closed | -$9K | – | 838 |
|
|
2021
Q2 | $9K | Buy |
+328
| New | +$9K | ﹤0.01% | 646 |
|
|
2021
Q1 | – | Sell |
-436
| Closed | -$11K | – | 486 |
|
|
2020
Q4 | $11K | Buy |
+436
| New | +$11K | ﹤0.01% | 555 |
|
|
2014
Q3 | – | Sell |
-270
| Closed | -$14K | – | 604 |
|
|
2014
Q2 | $14K | Sell |
270
-58
| -18% | -$3.01K | ﹤0.01% | 532 |
|
|
2014
Q1 | $17K | Hold |
328
| – | – | ﹤0.01% | 502 |
|
|
2013
Q4 | $18K | Buy |
+328
| New | +$18K | ﹤0.01% | 481 |
|