LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s New York Times NYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-275
| Closed | -$13.4K | – | 583 |
|
|
2023
Q4 | $13.4K | Hold |
275
| – | – | ﹤0.01% | 485 |
|
|
2023
Q3 | $11.4K | Hold |
275
| – | – | ﹤0.01% | 513 |
|
|
2023
Q2 | $10.8K | Hold |
275
| – | – | ﹤0.01% | 539 |
|
|
2023
Q1 | $10.7K | Sell |
275
-285
| -51% | -$11.1K | ﹤0.01% | 509 |
|
|
2022
Q4 | $18.2K | Hold |
560
| – | – | ﹤0.01% | 468 |
|
|
2022
Q3 | $16K | Hold |
560
| – | – | ﹤0.01% | 501 |
|
|
2022
Q2 | $16K | Hold |
560
| – | – | ﹤0.01% | 522 |
|
|
2022
Q1 | $26K | Hold |
560
| – | – | ﹤0.01% | 503 |
|
|
2021
Q4 | $27K | Sell |
560
-2,755
| -83% | -$133K | ﹤0.01% | 518 |
|
|
2021
Q3 | $163K | Buy |
3,315
+2,755
| +492% | +$135K | ﹤0.01% | 335 |
|
|
2021
Q2 | $24K | Buy |
+560
| New | +$24K | ﹤0.01% | 527 |
|
|
2021
Q1 | – | Sell |
-560
| Closed | -$29K | – | 569 |
|
|
2020
Q4 | $29K | Buy |
+560
| New | +$29K | ﹤0.01% | 478 |
|
|
2016
Q3 | – | Sell |
-5,673
| Closed | -$69K | – | 629 |
|
|
2016
Q2 | $69K | Hold |
5,673
| – | – | ﹤0.01% | 365 |
|
|
2016
Q1 | $71K | Buy |
5,673
+1,549
| +38% | +$19.4K | ﹤0.01% | 352 |
|
|
2015
Q4 | $55K | Buy |
+4,124
| New | +$55K | ﹤0.01% | 409 |
|