Loring Wolcott & Coolidge Fiduciary Advisors’s SPDR S&P Regional Banking ETF KRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-200
Closed -$8K 625
2016
Q2
$8K Buy
+200
New +$8K ﹤0.01% 561
2014
Q4
Sell
-1,500
Closed -$57K 631
2014
Q3
$57K Hold
1,500
﹤0.01% 397
2014
Q2
$60K Buy
+1,500
New +$60K ﹤0.01% 414