LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Shake Shack SHAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15
| Closed | -$1K | – | 706 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 713 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 737 |
|
|
2021
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 889 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$3K | – | 702 |
|
|
2019
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 632 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$3K | – | 762 |
|
|
2019
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 628 |
|
|
2018
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 644 |
|