LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Nasdaq NDAQ Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-23	Closed	-$4K	–	666
2022 Q1	$4K	Hold	23	–	–	﹤0.01%	599
2021 Q4	$5K	Hold	23	–	–	﹤0.01%	656
2021 Q3	$4K	Sell	23 -17	-43%	-$2.96K	﹤0.01%	674
2021 Q2	$7K	Buy	+40	New	+$7K	﹤0.01%	699
2021 Q1	–	Sell	-39	Closed	-$5K	–	557
2020 Q4	$5K	Buy	39 +16	+70%	+$2.05K	﹤0.01%	688
2020 Q3	$3K	Hold	23	–	–	﹤0.01%	561
2020 Q2	$3K	Hold	23	–	–	﹤0.01%	555
2020 Q1	$2K	Hold	23	–	–	﹤0.01%	618
2019 Q4	$2K	Hold	23	–	–	﹤0.01%	651
2019 Q3	$2K	Hold	23	–	–	﹤0.01%	646
2019 Q2	$2K	Hold	23	–	–	﹤0.01%	666
2019 Q1	$2K	Hold	23	–	–	﹤0.01%	649
2018 Q4	$2K	Hold	23	–	–	﹤0.01%	637
2018 Q3	$2K	Hold	23	–	–	﹤0.01%	606
2018 Q2	$2K	Hold	23	–	–	﹤0.01%	618
2018 Q1	$2K	Hold	23	–	–	﹤0.01%	666
2017 Q4	$2K	Hold	23	–	–	﹤0.01%	656
2017 Q3	$2K	Buy	+23	New	+$2K	﹤0.01%	657