LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Knowles KN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-239
| Closed | -$4K | – | 764 |
|
|
2017
Q4 | $4K | Hold |
239
| – | – | ﹤0.01% | 618 |
|
|
2017
Q3 | $4K | Buy |
+239
| New | +$4K | ﹤0.01% | 605 |
|
|
2015
Q4 | – | Sell |
-17,000
| Closed | -$308K | – | 658 |
|
|
2015
Q3 | $308K | Hold |
17,000
| – | – | 0.01% | 238 |
|
|
2015
Q2 | $308K | Hold |
17,000
| – | – | 0.01% | 238 |
|
|
2015
Q1 | $328K | Sell |
17,000
-3,500
| -17% | -$67.5K | 0.01% | 240 |
|
|
2014
Q4 | $483K | Buy |
20,500
+13,000
| +173% | +$306K | 0.01% | 199 |
|
|
2014
Q3 | $199K | Sell |
7,500
-350
| -4% | -$9.29K | 0.01% | 267 |
|
|
2014
Q2 | $241K | Sell |
7,850
-1,532
| -16% | -$47K | 0.01% | 250 |
|
|
2014
Q1 | $296K | Buy |
+9,382
| New | +$296K | 0.01% | 229 |
|