LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Sealed Air SEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-150
| Closed | -$6K | – | 651 |
|
|
2023
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 568 |
|
|
2023
Q1 | $6.89K | Buy |
+150
| New | +$6.89K | ﹤0.01% | 533 |
|
|
2019
Q4 | – | Sell |
-22
| Closed | – | – | 711 |
|
|
2019
Q3 | $0 | Sell |
22
-41
| -65% | – | ﹤0.01% | 728 |
|
|
2019
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 649 |
|
|
2019
Q1 | $3K | Buy |
63
+41
| +186% | +$1.95K | ﹤0.01% | 627 |
|
|
2018
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 725 |
|
|
2018
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 673 |
|
|
2018
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 723 |
|
|
2018
Q1 | $0 | Sell |
22
-800
| -97% | – | ﹤0.01% | 788 |
|
|
2017
Q4 | $41K | Hold |
822
| – | – | ﹤0.01% | 459 |
|
|
2017
Q3 | $35K | Buy |
822
+22
| +3% | +$937 | ﹤0.01% | 459 |
|
|
2017
Q2 | $35K | Sell |
800
-185
| -19% | -$8.09K | ﹤0.01% | 447 |
|
|
2017
Q1 | $43K | Sell |
985
-265
| -21% | -$11.6K | ﹤0.01% | 428 |
|
|
2016
Q4 | $57K | Hold |
1,250
| – | – | ﹤0.01% | 380 |
|
|
2016
Q3 | $57K | Hold |
1,250
| – | – | ﹤0.01% | 384 |
|
|
2016
Q2 | $57K | Hold |
1,250
| – | – | ﹤0.01% | 380 |
|
|
2016
Q1 | $60K | Sell |
1,250
-190
| -13% | -$9.12K | ﹤0.01% | 372 |
|
|
2015
Q4 | $64K | Sell |
1,440
-149
| -9% | -$6.62K | ﹤0.01% | 392 |
|
|
2015
Q3 | $82K | Hold |
1,589
| – | – | ﹤0.01% | 373 |
|
|
2015
Q2 | $82K | Hold |
1,589
| – | – | ﹤0.01% | 373 |
|
|
2015
Q1 | $72K | Hold |
1,589
| – | – | ﹤0.01% | 398 |
|
|
2014
Q4 | $67K | Hold |
1,589
| – | – | ﹤0.01% | 398 |
|
|
2014
Q3 | $55K | Sell |
1,589
-445
| -22% | -$15.4K | ﹤0.01% | 402 |
|
|
2014
Q2 | $70K | Hold |
2,034
| – | – | ﹤0.01% | 395 |
|
|
2014
Q1 | $67K | Hold |
2,034
| – | – | ﹤0.01% | 387 |
|
|
2013
Q4 | $69K | Buy |
2,034
+234
| +13% | +$7.94K | ﹤0.01% | 367 |
|
|
2013
Q3 | $49K | Hold |
1,800
| – | – | ﹤0.01% | 372 |
|
|
2013
Q2 | $43K | Buy |
+1,800
| New | +$43K | ﹤0.01% | 403 |
|