LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s NewMarket NEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4
| Closed | -$2K | – | 560 |
|
|
2020
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 749 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 581 |
|
|
2020
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 566 |
|
|
2020
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 619 |
|
|
2019
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 652 |
|
|
2019
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 647 |
|
|
2019
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 667 |
|
|
2019
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 650 |
|
|
2018
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 638 |
|
|
2018
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 607 |
|
|
2018
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 619 |
|
|
2018
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 667 |
|
|
2017
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 657 |
|
|
2017
Q3 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 658 |
|