LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Keysight KEYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-60
| Closed | -$8.68K | – | 565 |
|
|
2024
Q1 | $8.68K | Buy |
+60
| New | +$8.68K | ﹤0.01% | 503 |
|
|
2022
Q2 | – | Sell |
-275
| Closed | -$43K | – | 658 |
|
|
2022
Q1 | $43K | Buy |
+275
| New | +$43K | ﹤0.01% | 459 |
|
|
2021
Q4 | – | Sell |
-10
| Closed | -$2K | – | 751 |
|
|
2021
Q3 | $2K | Sell |
10
-65
| -87% | -$13K | ﹤0.01% | 710 |
|
|
2021
Q2 | $12K | Buy |
+75
| New | +$12K | ﹤0.01% | 603 |
|
|
2018
Q1 | – | Sell |
-257
| Closed | -$11K | – | 763 |
|
|
2017
Q4 | $11K | Hold |
257
| – | – | ﹤0.01% | 562 |
|
|
2017
Q3 | $11K | Hold |
257
| – | – | ﹤0.01% | 557 |
|
|
2017
Q2 | $11K | Hold |
257
| – | – | ﹤0.01% | 540 |
|
|
2017
Q1 | $9K | Hold |
257
| – | – | ﹤0.01% | 557 |
|
|
2016
Q4 | $9K | Hold |
257
| – | – | ﹤0.01% | 539 |
|
|
2016
Q3 | $8K | Hold |
257
| – | – | ﹤0.01% | 554 |
|
|
2016
Q2 | $7K | Buy |
+257
| New | +$7K | ﹤0.01% | 569 |
|
|
2015
Q1 | – | Sell |
-1,383
| Closed | -$47K | – | 630 |
|
|
2014
Q4 | $47K | Buy |
+1,383
| New | +$47K | ﹤0.01% | 431 |
|