LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30
| Closed | -$2K | – | 591 |
|
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 584 |
|
|
2022
Q2 | $2K | Sell |
30
-11
| -27% | -$733 | ﹤0.01% | 612 |
|
|
2022
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 598 |
|
|
2021
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 654 |
|
|
2021
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 657 |
|
|
2021
Q2 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 719 |
|
|
2021
Q1 | – | Sell |
-11
| Closed | -$2K | – | 493 |
|
|
2020
Q4 | $2K | Sell |
11
-35
| -76% | -$6.36K | ﹤0.01% | 747 |
|
|
2020
Q3 | $6K | Hold |
46
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $15K | Hold |
46
| – | – | ﹤0.01% | 474 |
|
|
2020
Q1 | $8K | Hold |
46
| – | – | ﹤0.01% | 556 |
|
|
2019
Q4 | $11K | Hold |
46
| – | – | ﹤0.01% | 576 |
|
|
2019
Q3 | $10K | Hold |
46
| – | – | ﹤0.01% | 570 |
|
|
2019
Q2 | $10K | Hold |
46
| – | – | ﹤0.01% | 560 |
|
|
2019
Q1 | $10K | Sell |
46
-331
| -88% | -$72K | ﹤0.01% | 557 |
|
|
2018
Q4 | $69K | Buy |
377
+366
| +3,327% | +$67K | ﹤0.01% | 368 |
|
|
2018
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 604 |
|
|
2018
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 616 |
|
|
2018
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 661 |
|
|
2017
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 696 |
|
|
2017
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 716 |
|