LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Seagate STX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-145
| Closed | -$12.4K | – | 578 |
|
2024
Q1 | $12.4K | Hold |
145
| – | – | ﹤0.01% | 483 |
|
2023
Q4 | $12.4K | Hold |
145
| – | – | ﹤0.01% | 488 |
|
2023
Q3 | $10.4K | Hold |
145
| – | – | ﹤0.01% | 516 |
|
2023
Q2 | $8.97K | Hold |
145
| – | – | ﹤0.01% | 547 |
|
2023
Q1 | $9.59K | Hold |
145
| – | – | ﹤0.01% | 517 |
|
2022
Q4 | $7.63K | Hold |
145
| – | – | ﹤0.01% | 512 |
|
2022
Q3 | $8K | Hold |
145
| – | – | ﹤0.01% | 539 |
|
2022
Q2 | $10K | Hold |
145
| – | – | ﹤0.01% | 546 |
|
2022
Q1 | $13K | Hold |
145
| – | – | ﹤0.01% | 542 |
|
2021
Q4 | $16K | Buy |
+145
| New | +$16K | ﹤0.01% | 559 |
|
2019
Q2 | – | Sell |
-17
| Closed | – | – | 764 |
|
2019
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 757 |
|
2018
Q2 | – | Sell |
-56
| Closed | -$3K | – | 726 |
|
2018
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 647 |
|
2017
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 664 |
|
2017
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 666 |
|
2017
Q2 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 627 |
|