Loring Wolcott & Coolidge Fiduciary Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-6,334
Closed -$91K 724
2018
Q3
$91K Hold
6,334
﹤0.01% 361
2018
Q2
$85K Buy
+6,334
New +$85K ﹤0.01% 372