LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Plug Power PLUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-105
| Closed | -$88 | – | 552 |
|
2025
Q1 | $88 | Hold |
105
| – | – | ﹤0.01% | 558 |
|
2024
Q4 | $205 | Hold |
105
| – | – | ﹤0.01% | 555 |
|
2024
Q3 | $224 | Sell |
105
-2,095
| -95% | -$4.47K | ﹤0.01% | 566 |
|
2024
Q2 | $7.35K | Hold |
2,200
| – | – | ﹤0.01% | 505 |
|
2024
Q1 | $5.48K | Hold |
2,200
| – | – | ﹤0.01% | 522 |
|
2023
Q4 | $9.79K | Hold |
2,200
| – | – | ﹤0.01% | 498 |
|
2023
Q3 | $13.8K | Hold |
2,200
| – | – | ﹤0.01% | 506 |
|
2023
Q2 | $22.9K | Buy |
2,200
+105
| +5% | +$1.09K | ﹤0.01% | 492 |
|
2023
Q1 | $24.6K | Sell |
2,095
-95
| -4% | -$1.11K | ﹤0.01% | 457 |
|
2022
Q4 | $27.1K | Buy |
2,190
+25
| +1% | +$309 | ﹤0.01% | 445 |
|
2022
Q3 | $45K | Buy |
2,165
+945
| +77% | +$19.6K | ﹤0.01% | 423 |
|
2022
Q2 | $20K | Hold |
1,220
| – | – | ﹤0.01% | 504 |
|
2022
Q1 | $35K | Buy |
1,220
+1,150
| +1,643% | +$33K | ﹤0.01% | 470 |
|
2021
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 698 |
|
2021
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 715 |
|
2021
Q2 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 879 |
|
2019
Q2 | – | Sell |
-850
| Closed | -$2K | – | 752 |
|
2019
Q1 | $2K | Buy |
+850
| New | +$2K | ﹤0.01% | 652 |
|