LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,000
| Closed | -$49K | – | 646 |
|
|
2015
Q4 | $49K | Hold |
2,000
| – | – | ﹤0.01% | 418 |
|
|
2015
Q3 | $47K | Hold |
2,000
| – | – | ﹤0.01% | 423 |
|
|
2015
Q2 | $47K | Hold |
2,000
| – | – | ﹤0.01% | 423 |
|
|
2015
Q1 | $48K | Hold |
2,000
| – | – | ﹤0.01% | 435 |
|
|
2014
Q4 | $48K | Hold |
2,000
| – | – | ﹤0.01% | 429 |
|
|
2014
Q3 | $48K | Hold |
2,000
| – | – | ﹤0.01% | 417 |
|
|
2014
Q2 | $47K | Hold |
2,000
| – | – | ﹤0.01% | 438 |
|
|
2014
Q1 | $47K | Hold |
2,000
| – | – | ﹤0.01% | 420 |
|
|
2013
Q4 | $45K | Hold |
2,000
| – | – | ﹤0.01% | 400 |
|
|
2013
Q3 | $46K | Hold |
2,000
| – | – | ﹤0.01% | 380 |
|
|
2013
Q2 | $46K | Buy |
+2,000
| New | +$46K | ﹤0.01% | 396 |
|