LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Teradata TDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-62
| Closed | -$2K | – | 602 |
|
|
2022
Q3 | $2K | Sell |
62
-36
| -37% | -$1.16K | ﹤0.01% | 587 |
|
|
2022
Q2 | $4K | Hold |
98
| – | – | ﹤0.01% | 587 |
|
|
2022
Q1 | $5K | Hold |
98
| – | – | ﹤0.01% | 589 |
|
|
2021
Q4 | $4K | Buy |
98
+62
| +172% | +$2.53K | ﹤0.01% | 670 |
|
|
2021
Q3 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 720 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$3K | – | 640 |
|
|
2016
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 608 |
|