LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-109
| Closed | -$12.5K | – | 593 |
|
|
2023
Q3 | $12.5K | Hold |
109
| – | – | ﹤0.01% | 509 |
|
|
2023
Q2 | $13.4K | Sell |
109
-50
| -31% | -$6.13K | ﹤0.01% | 527 |
|
|
2023
Q1 | $19.7K | Sell |
159
-30
| -16% | -$3.71K | ﹤0.01% | 471 |
|
|
2022
Q4 | $23.6K | Hold |
189
| – | – | ﹤0.01% | 454 |
|
|
2022
Q3 | $21K | Hold |
189
| – | – | ﹤0.01% | 484 |
|
|
2022
Q2 | $22K | Buy |
+189
| New | +$22K | ﹤0.01% | 498 |
|
|
2016
Q4 | – | Sell |
-180
| Closed | -$15K | – | 614 |
|
|
2016
Q3 | $15K | Hold |
180
| – | – | ﹤0.01% | 508 |
|
|
2016
Q2 | $15K | Hold |
180
| – | – | ﹤0.01% | 511 |
|
|
2016
Q1 | $14K | Hold |
180
| – | – | ﹤0.01% | 511 |
|
|
2015
Q4 | $13K | Hold |
180
| – | – | ﹤0.01% | 547 |
|
|
2015
Q3 | $14K | Hold |
180
| – | – | ﹤0.01% | 519 |
|
|
2015
Q2 | $14K | Buy |
+180
| New | +$14K | ﹤0.01% | 519 |
|