LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Nutanix NTNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-600
| Closed | -$16.8K | – | 638 |
|
|
2023
Q2 | $16.8K | Hold |
600
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $15.6K | Hold |
600
| – | – | ﹤0.01% | 488 |
|
|
2022
Q4 | $15.6K | Hold |
600
| – | – | ﹤0.01% | 479 |
|
|
2022
Q3 | $12K | Hold |
600
| – | – | ﹤0.01% | 519 |
|
|
2022
Q2 | $9K | Hold |
600
| – | – | ﹤0.01% | 555 |
|
|
2022
Q1 | $16K | Sell |
600
-1,000
| -63% | -$26.7K | ﹤0.01% | 526 |
|
|
2021
Q4 | $51K | Hold |
1,600
| – | – | ﹤0.01% | 463 |
|
|
2021
Q3 | $60K | Hold |
1,600
| – | – | ﹤0.01% | 443 |
|
|
2021
Q2 | $61K | Buy |
+1,600
| New | +$61K | ﹤0.01% | 453 |
|
|
2021
Q1 | – | Sell |
-1,600
| Closed | -$51K | – | 564 |
|
|
2020
Q4 | $51K | Hold |
1,600
| – | – | ﹤0.01% | 426 |
|
|
2020
Q3 | $35K | Hold |
1,600
| – | – | ﹤0.01% | 428 |
|
|
2020
Q2 | $38K | Hold |
1,600
| – | – | ﹤0.01% | 400 |
|
|
2020
Q1 | $25K | Buy |
1,600
+600
| +60% | +$9.38K | ﹤0.01% | 444 |
|
|
2019
Q4 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 476 |
|
|
2019
Q3 | $26K | Sell |
1,000
-320
| -24% | -$8.32K | ﹤0.01% | 487 |
|
|
2019
Q2 | $34K | Sell |
1,320
-400
| -23% | -$10.3K | ﹤0.01% | 445 |
|
|
2019
Q1 | $65K | Buy |
1,720
+160
| +10% | +$6.05K | ﹤0.01% | 374 |
|
|
2018
Q4 | $65K | Hold |
1,560
| – | – | ﹤0.01% | 376 |
|
|
2018
Q3 | $67K | Buy |
1,560
+200
| +15% | +$8.59K | ﹤0.01% | 397 |
|
|
2018
Q2 | $70K | Buy |
+1,360
| New | +$70K | ﹤0.01% | 389 |
|