LWCFA
TE
Loring Wolcott & Coolidge Fiduciary Advisors’s TECO ENERGY INC TE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$55K | – | 663 |
|
|
2016
Q2 | $55K | Hold |
2,000
| – | – | ﹤0.01% | 387 |
|
|
2016
Q1 | $55K | Hold |
2,000
| – | – | ﹤0.01% | 381 |
|
|
2015
Q4 | $53K | Hold |
2,000
| – | – | ﹤0.01% | 413 |
|
|
2015
Q3 | $35K | Hold |
2,000
| – | – | ﹤0.01% | 452 |
|
|
2015
Q2 | $35K | Hold |
2,000
| – | – | ﹤0.01% | 452 |
|
|
2015
Q1 | $39K | Hold |
2,000
| – | – | ﹤0.01% | 458 |
|
|
2014
Q4 | $41K | Hold |
2,000
| – | – | ﹤0.01% | 452 |
|
|
2014
Q3 | $35K | Hold |
2,000
| – | – | ﹤0.01% | 449 |
|
|
2014
Q2 | $37K | Hold |
2,000
| – | – | ﹤0.01% | 467 |
|
|
2014
Q1 | $34K | Hold |
2,000
| – | – | ﹤0.01% | 448 |
|
|
2013
Q4 | $34K | Hold |
2,000
| – | – | ﹤0.01% | 427 |
|
|
2013
Q3 | $33K | Hold |
2,000
| – | – | ﹤0.01% | 401 |
|
|
2013
Q2 | $34K | Buy |
+2,000
| New | +$34K | ﹤0.01% | 431 |
|