LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Mativ Holdings MATV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,000
| Closed | -$336K | – | 633 |
|
|
2015
Q4 | $336K | Buy |
8,000
+4,000
| +100% | +$168K | 0.01% | 226 |
|
|
2015
Q3 | $160K | Hold |
4,000
| – | – | ﹤0.01% | 298 |
|
|
2015
Q2 | $160K | Sell |
4,000
-4,000
| -50% | -$160K | ﹤0.01% | 298 |
|
|
2015
Q1 | $369K | Sell |
8,000
-5,000
| -38% | -$231K | 0.01% | 234 |
|
|
2014
Q4 | $550K | Buy |
+13,000
| New | +$550K | 0.01% | 191 |
|