LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Incyte INCY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-620
| Closed | -$46K | – | 692 |
|
2019
Q3 | $46K | Buy |
+620
| New | +$46K | ﹤0.01% | 415 |
|
2018
Q3 | – | Sell |
-575
| Closed | -$39K | – | 663 |
|
2018
Q2 | $39K | Sell |
575
-965
| -63% | -$65.5K | ﹤0.01% | 453 |
|
2018
Q1 | $128K | Buy |
1,540
+201
| +15% | +$16.7K | ﹤0.01% | 336 |
|
2017
Q4 | $127K | Hold |
1,339
| – | – | ﹤0.01% | 338 |
|
2017
Q3 | $156K | Buy |
1,339
+14
| +1% | +$1.63K | ﹤0.01% | 303 |
|
2017
Q2 | $177K | Buy |
1,325
+750
| +130% | +$100K | ﹤0.01% | 284 |
|
2017
Q1 | $77K | Hold |
575
| – | – | ﹤0.01% | 378 |
|
2016
Q4 | $58K | Buy |
+575
| New | +$58K | ﹤0.01% | 378 |
|