LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s News Corp Class A NWSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-325
| Closed | -$4K | – | 718 |
|
|
2019
Q2 | $4K | Hold |
325
| – | – | ﹤0.01% | 628 |
|
|
2019
Q1 | $4K | Hold |
325
| – | – | ﹤0.01% | 607 |
|
|
2018
Q4 | $4K | Hold |
325
| – | – | ﹤0.01% | 607 |
|
|
2018
Q3 | $4K | Sell |
325
-12
| -4% | -$148 | ﹤0.01% | 574 |
|
|
2018
Q2 | $5K | Hold |
337
| – | – | ﹤0.01% | 580 |
|
|
2018
Q1 | $5K | Hold |
337
| – | – | ﹤0.01% | 625 |
|
|
2017
Q4 | $5K | Hold |
337
| – | – | ﹤0.01% | 608 |
|
|
2017
Q3 | $4K | Buy |
337
+12
| +4% | +$142 | ﹤0.01% | 609 |
|
|
2017
Q2 | $5K | Hold |
325
| – | – | ﹤0.01% | 581 |
|
|
2017
Q1 | $4K | Buy |
+325
| New | +$4K | ﹤0.01% | 588 |
|
|
2015
Q1 | – | Sell |
-25
| Closed | – | – | 634 |
|
|
2014
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 634 |
|