Loring Wolcott & Coolidge Fiduciary Advisors’s KLX Inc. KLXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,372
| Closed | -$142K | – | 750 |
|
|
2018
Q1 | $142K | Hold |
2,372
| – | – | ﹤0.01% | 317 |
|
|
2017
Q4 | $137K | Hold |
2,372
| – | – | ﹤0.01% | 327 |
|
|
2017
Q3 | $106K | Hold |
2,372
| – | – | ﹤0.01% | 351 |
|
|
2017
Q2 | $104K | Hold |
2,372
| – | – | ﹤0.01% | 348 |
|
|
2017
Q1 | $89K | Hold |
2,372
| – | – | ﹤0.01% | 365 |
|
|
2016
Q4 | $90K | Hold |
2,372
| – | – | ﹤0.01% | 343 |
|
|
2016
Q3 | $70K | Hold |
2,372
| – | – | ﹤0.01% | 375 |
|
|
2016
Q2 | $62K | Hold |
2,372
| – | – | ﹤0.01% | 377 |
|
|
2016
Q1 | $64K | Hold |
2,372
| – | – | ﹤0.01% | 364 |
|
|
2015
Q4 | $62K | Sell |
2,372
-474
| -17% | -$12.4K | ﹤0.01% | 395 |
|
|
2015
Q3 | $106K | Hold |
2,846
| – | – | ﹤0.01% | 349 |
|
|
2015
Q2 | $106K | Hold |
2,846
| – | – | ﹤0.01% | 349 |
|
|
2015
Q1 | $92K | Buy |
2,846
+1,660
| +140% | +$53.7K | ﹤0.01% | 371 |
|
|
2014
Q4 | $41K | Buy |
+1,186
| New | +$41K | ﹤0.01% | 451 |
|