LWCFA
SPLS
Loring Wolcott & Coolidge Fiduciary Advisors’s Staples Inc SPLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,150
| Closed | -$12K | – | 958 |
|
|
2017
Q2 | $12K | Hold |
1,150
| – | – | ﹤0.01% | 536 |
|
|
2017
Q1 | $10K | Hold |
1,150
| – | – | ﹤0.01% | 554 |
|
|
2016
Q4 | $10K | Hold |
1,150
| – | – | ﹤0.01% | 536 |
|
|
2016
Q3 | $10K | Hold |
1,150
| – | – | ﹤0.01% | 547 |
|
|
2016
Q2 | $10K | Hold |
1,150
| – | – | ﹤0.01% | 548 |
|
|
2016
Q1 | $13K | Hold |
1,150
| – | – | ﹤0.01% | 520 |
|
|
2015
Q4 | $11K | Hold |
1,150
| – | – | ﹤0.01% | 561 |
|
|
2015
Q3 | $18K | Hold |
1,150
| – | – | ﹤0.01% | 497 |
|
|
2015
Q2 | $18K | Hold |
1,150
| – | – | ﹤0.01% | 497 |
|
|
2015
Q1 | $19K | Hold |
1,150
| – | – | ﹤0.01% | 514 |
|
|
2014
Q4 | $21K | Hold |
1,150
| – | – | ﹤0.01% | 499 |
|
|
2014
Q3 | $14K | Hold |
1,150
| – | – | ﹤0.01% | 512 |
|
|
2014
Q2 | $12K | Sell |
1,150
-14,425
| -93% | -$151K | ﹤0.01% | 550 |
|
|
2014
Q1 | $177K | Sell |
15,575
-246
| -2% | -$2.8K | ﹤0.01% | 277 |
|
|
2013
Q4 | $251K | Hold |
15,821
| – | – | 0.01% | 239 |
|
|
2013
Q3 | $232K | Hold |
15,821
| – | – | 0.01% | 235 |
|
|
2013
Q2 | $251K | Buy |
+15,821
| New | +$251K | 0.01% | 238 |
|