LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Kohl's KSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8
| Closed | – | – | 812 |
|
|
2017
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 851 |
|
|
2016
Q1 | – | Sell |
-8,300
| Closed | -$395K | – | 631 |
|
|
2015
Q4 | $395K | Buy |
8,300
+3,300
| +66% | +$157K | 0.01% | 215 |
|
|
2015
Q3 | $313K | Hold |
5,000
| – | – | 0.01% | 236 |
|
|
2015
Q2 | $313K | Buy |
+5,000
| New | +$313K | 0.01% | 236 |
|
|
2015
Q1 | – | Sell |
-7,000
| Closed | -$427K | – | 631 |
|
|
2014
Q4 | $427K | Buy |
+7,000
| New | +$427K | 0.01% | 214 |
|