LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,789
| Closed | -$877K | – | 671 |
|
|
2018
Q2 | $877K | Hold |
7,789
| – | – | 0.02% | 170 |
|
|
2018
Q1 | $858K | Buy |
7,789
+1,825
| +31% | +$201K | 0.02% | 173 |
|
|
2017
Q4 | $677K | Hold |
5,964
| – | – | 0.01% | 186 |
|
|
2017
Q3 | $639K | Buy |
+5,964
| New | +$639K | 0.01% | 185 |
|