LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Sea Limited SE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-414
| Closed | -$17.1K | – | 592 |
|
|
2023
Q3 | $17.1K | Sell |
414
-4,120
| -91% | -$170K | ﹤0.01% | 494 |
|
|
2023
Q2 | $263K | Hold |
4,534
| – | – | ﹤0.01% | 260 |
|
|
2023
Q1 | $392K | Buy |
4,534
+430
| +10% | +$37.2K | ﹤0.01% | 218 |
|
|
2022
Q4 | $214K | Hold |
4,104
| – | – | ﹤0.01% | 279 |
|
|
2022
Q3 | $230K | Sell |
4,104
-60
| -1% | -$3.36K | ﹤0.01% | 272 |
|
|
2022
Q2 | $278K | Buy |
4,164
+2,000
| +92% | +$134K | ﹤0.01% | 257 |
|
|
2022
Q1 | $259K | Sell |
2,164
-5,000
| -70% | -$598K | ﹤0.01% | 273 |
|
|
2021
Q4 | $1.6M | Hold |
7,164
| – | – | 0.01% | 142 |
|
|
2021
Q3 | $2.28M | Hold |
7,164
| – | – | 0.02% | 114 |
|
|
2021
Q2 | $1.97M | Hold |
7,164
| – | – | 0.02% | 127 |
|
|
2021
Q1 | $1.6M | Hold |
7,164
| – | – | 0.02% | 133 |
|
|
2020
Q4 | $1.43M | Buy |
7,164
+734
| +11% | +$146K | 0.02% | 133 |
|
|
2020
Q3 | $990K | Hold |
6,430
| – | – | 0.01% | 142 |
|
|
2020
Q2 | $690K | Buy |
+6,430
| New | +$690K | 0.01% | 160 |
|