LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Itron ITRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-111
| Closed | -$11K | – | 850 |
|
|
2021
Q2 | $11K | Buy |
+111
| New | +$11K | ﹤0.01% | 619 |
|
|
2021
Q1 | – | Sell |
-111
| Closed | -$11K | – | 506 |
|
|
2020
Q4 | $11K | Buy |
+111
| New | +$11K | ﹤0.01% | 557 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$19K | – | 709 |
|
|
2018
Q3 | $19K | Buy |
+300
| New | +$19K | ﹤0.01% | 497 |
|
|
2014
Q3 | – | Sell |
-2,500
| Closed | -$101K | – | 606 |
|
|
2014
Q2 | $101K | Sell |
2,500
-9,035
| -78% | -$365K | ﹤0.01% | 359 |
|
|
2014
Q1 | $410K | Buy |
11,535
+2,350
| +26% | +$83.5K | 0.01% | 205 |
|
|
2013
Q4 | $381K | Sell |
9,185
-880
| -9% | -$36.5K | 0.01% | 210 |
|
|
2013
Q3 | $431K | Sell |
10,065
-995
| -9% | -$42.6K | 0.01% | 191 |
|
|
2013
Q2 | $469K | Buy |
+11,060
| New | +$469K | 0.01% | 195 |
|