LWCFA
MDP
Loring Wolcott & Coolidge Fiduciary Advisors’s Meredith Corporation MDP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-455
| Closed | -$9K | – | 765 |
|
2020
Q4 | $9K | Hold |
455
| – | – | ﹤0.01% | 595 |
|
2020
Q3 | $6K | Hold |
455
| – | – | ﹤0.01% | 538 |
|
2020
Q2 | $7K | Hold |
455
| – | – | ﹤0.01% | 524 |
|
2020
Q1 | $6K | Sell |
455
-180
| -28% | -$2.37K | ﹤0.01% | 575 |
|
2019
Q4 | $21K | Sell |
635
-245
| -28% | -$8.1K | ﹤0.01% | 536 |
|
2019
Q3 | $32K | Sell |
880
-635
| -42% | -$23.1K | ﹤0.01% | 465 |
|
2019
Q2 | $83K | Hold |
1,515
| – | – | ﹤0.01% | 355 |
|
2019
Q1 | $84K | Sell |
1,515
-4,785
| -76% | -$265K | ﹤0.01% | 345 |
|
2018
Q4 | $327K | Sell |
6,300
-5,349
| -46% | -$278K | 0.01% | 222 |
|
2018
Q3 | $595K | Sell |
11,649
-29,045
| -71% | -$1.48M | 0.01% | 194 |
|
2018
Q2 | $2.08M | Sell |
40,694
-17,151
| -30% | -$875K | 0.04% | 118 |
|
2018
Q1 | $3.11M | Sell |
57,845
-46,918
| -45% | -$2.52M | 0.06% | 106 |
|
2017
Q4 | $6.92M | Sell |
104,763
-11,799
| -10% | -$779K | 0.13% | 84 |
|
2017
Q3 | $6.47M | Sell |
116,562
-4,770
| -4% | -$265K | 0.12% | 83 |
|
2017
Q2 | $7.21M | Sell |
121,332
-350
| -0.3% | -$20.8K | 0.14% | 81 |
|
2017
Q1 | $7.86M | Sell |
121,682
-253
| -0.2% | -$16.3K | 0.16% | 78 |
|
2016
Q4 | $7.21M | Sell |
121,935
-3,410
| -3% | -$202K | 0.16% | 79 |
|
2016
Q3 | $6.52M | Sell |
125,345
-13,120
| -9% | -$682K | 0.15% | 82 |
|
2016
Q2 | $7.19M | Sell |
138,465
-12,665
| -8% | -$657K | 0.17% | 77 |
|
2016
Q1 | $7.18M | Sell |
151,130
-52,630
| -26% | -$2.5M | 0.17% | 77 |
|
2015
Q4 | $8.81M | Sell |
203,760
-22,000
| -10% | -$952K | 0.22% | 72 |
|
2015
Q3 | $11.8M | Hold |
225,760
| – | – | 0.3% | 62 |
|
2015
Q2 | $11.8M | Buy |
225,760
+100
| +0% | +$5.22K | 0.3% | 62 |
|
2015
Q1 | $12.6M | Buy |
225,660
+2,860
| +1% | +$160K | 0.32% | 62 |
|
2014
Q4 | $12.1M | Sell |
222,800
-6,909
| -3% | -$375K | 0.31% | 65 |
|
2014
Q3 | $9.83M | Buy |
229,709
+456
| +0.2% | +$19.5K | 0.27% | 67 |
|
2014
Q2 | $11.1M | Sell |
229,253
-25,255
| -10% | -$1.22M | 0.3% | 61 |
|
2014
Q1 | $11.8M | Buy |
254,508
+21,443
| +9% | +$996K | 0.32% | 59 |
|
2013
Q4 | $12.1M | Buy |
233,065
+1,825
| +0.8% | +$94.5K | 0.33% | 58 |
|
2013
Q3 | $11M | Sell |
231,240
-3,055
| -1% | -$145K | 0.34% | 58 |
|
2013
Q2 | $11.2M | Buy |
+234,295
| New | +$11.2M | 0.35% | 58 |
|