LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Lamb Weston LW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-66
| Closed | -$6.19K | – | 580 |
|
2023
Q3 | $6.19K | Hold |
66
| – | – | ﹤0.01% | 537 |
|
2023
Q2 | $7.59K | Hold |
66
| – | – | ﹤0.01% | 558 |
|
2023
Q1 | $6.9K | Buy |
+66
| New | +$6.9K | ﹤0.01% | 532 |
|
2018
Q1 | – | Sell |
-893
| Closed | -$50K | – | 772 |
|
2017
Q4 | $50K | Hold |
893
| – | – | ﹤0.01% | 434 |
|
2017
Q3 | $42K | Buy |
893
+5
| +0.6% | +$235 | ﹤0.01% | 442 |
|
2017
Q2 | $39K | Hold |
888
| – | – | ﹤0.01% | 439 |
|
2017
Q1 | $37K | Sell |
888
-166
| -16% | -$6.92K | ﹤0.01% | 441 |
|
2016
Q4 | $40K | Buy |
+1,054
| New | +$40K | ﹤0.01% | 412 |
|