LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s QuantumScape QS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-950
| Closed | -$6.47K | – | 585 |
|
|
2023
Q4 | $6.47K | Hold |
950
| – | – | ﹤0.01% | 512 |
|
|
2023
Q3 | $5.4K | Hold |
950
| – | – | ﹤0.01% | 547 |
|
|
2023
Q2 | $7.59K | Hold |
950
| – | – | ﹤0.01% | 557 |
|
|
2023
Q1 | $7.77K | Sell |
950
-60
| -6% | -$491 | ﹤0.01% | 527 |
|
|
2022
Q4 | $5.73K | Sell |
1,010
-2,920
| -74% | -$16.6K | ﹤0.01% | 528 |
|
|
2022
Q3 | $33K | Hold |
3,930
| – | – | ﹤0.01% | 464 |
|
|
2022
Q2 | $34K | Hold |
3,930
| – | – | ﹤0.01% | 470 |
|
|
2022
Q1 | $79K | Hold |
3,930
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $87K | Hold |
3,930
| – | – | ﹤0.01% | 405 |
|
|
2021
Q3 | $96K | Buy |
3,930
+520
| +15% | +$12.7K | ﹤0.01% | 390 |
|
|
2021
Q2 | $100K | Buy |
+3,410
| New | +$100K | ﹤0.01% | 397 |
|
|
2021
Q1 | – | Sell |
-670
| Closed | -$57K | – | 604 |
|
|
2020
Q4 | $57K | Buy |
+670
| New | +$57K | ﹤0.01% | 415 |
|