LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-250
| Closed | -$9K | – | 695 |
|
|
2021
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 620 |
|
|
2021
Q3 | $11K | Sell |
250
-57
| -19% | -$2.51K | ﹤0.01% | 580 |
|
|
2021
Q2 | $15K | Buy |
+307
| New | +$15K | ﹤0.01% | 567 |
|
|
2021
Q1 | – | Sell |
-432
| Closed | -$23K | – | 591 |
|
|
2020
Q4 | $23K | Buy |
+432
| New | +$23K | ﹤0.01% | 494 |
|
|
2014
Q2 | – | Sell |
-249
| Closed | -$9K | – | 631 |
|
|
2014
Q1 | $9K | Hold |
249
| – | – | ﹤0.01% | 552 |
|
|
2013
Q4 | $9K | Buy |
+249
| New | +$9K | ﹤0.01% | 532 |
|