LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Imperial Oil IMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,200
| Closed | -$34K | – | 839 |
|
|
2017
Q2 | $34K | Hold |
1,200
| – | – | ﹤0.01% | 449 |
|
|
2017
Q1 | $37K | Hold |
1,200
| – | – | ﹤0.01% | 439 |
|
|
2016
Q4 | $42K | Hold |
1,200
| – | – | ﹤0.01% | 408 |
|
|
2016
Q3 | $38K | Hold |
1,200
| – | – | ﹤0.01% | 422 |
|
|
2016
Q2 | $38K | Hold |
1,200
| – | – | ﹤0.01% | 421 |
|
|
2016
Q1 | $40K | Hold |
1,200
| – | – | ﹤0.01% | 421 |
|
|
2015
Q4 | $39K | Hold |
1,200
| – | – | ﹤0.01% | 450 |
|
|
2015
Q3 | $46K | Hold |
1,200
| – | – | ﹤0.01% | 427 |
|
|
2015
Q2 | $46K | Hold |
1,200
| – | – | ﹤0.01% | 427 |
|
|
2015
Q1 | $48K | Hold |
1,200
| – | – | ﹤0.01% | 433 |
|
|
2014
Q4 | $52K | Sell |
1,200
-1,125
| -48% | -$48.8K | ﹤0.01% | 421 |
|
|
2014
Q3 | $110K | Hold |
2,325
| – | – | ﹤0.01% | 335 |
|
|
2014
Q2 | $122K | Hold |
2,325
| – | – | ﹤0.01% | 335 |
|
|
2014
Q1 | $108K | Hold |
2,325
| – | – | ﹤0.01% | 335 |
|
|
2013
Q4 | $103K | Hold |
2,325
| – | – | ﹤0.01% | 330 |
|
|
2013
Q3 | $102K | Hold |
2,325
| – | – | ﹤0.01% | 306 |
|
|
2013
Q2 | $89K | Buy |
+2,325
| New | +$89K | ﹤0.01% | 332 |
|