LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-121
| Closed | -$16K | – | 622 |
|
|
2020
Q4 | $16K | Buy |
+121
| New | +$16K | ﹤0.01% | 529 |
|
|
2014
Q2 | – | Sell |
-300
| Closed | -$24K | – | 637 |
|
|
2014
Q1 | $24K | Hold |
300
| – | – | ﹤0.01% | 478 |
|
|
2013
Q4 | $26K | Hold |
300
| – | – | ﹤0.01% | 450 |
|
|
2013
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 435 |
|
|
2013
Q2 | $22K | Buy |
+300
| New | +$22K | ﹤0.01% | 474 |
|