LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Hanover Insurance THG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-300
| Closed | -$39.6K | – | 591 |
|
2023
Q4 | $39.6K | Hold |
300
| – | – | ﹤0.01% | 420 |
|
2023
Q3 | $35K | Hold |
300
| – | – | ﹤0.01% | 447 |
|
2023
Q2 | $33.9K | Hold |
300
| – | – | ﹤0.01% | 464 |
|
2023
Q1 | $38.6K | Sell |
300
-25
| -8% | -$3.21K | ﹤0.01% | 433 |
|
2022
Q4 | $43.9K | Hold |
325
| – | – | ﹤0.01% | 413 |
|
2022
Q3 | $42K | Hold |
325
| – | – | ﹤0.01% | 432 |
|
2022
Q2 | $48K | Hold |
325
| – | – | ﹤0.01% | 431 |
|
2022
Q1 | $49K | Sell |
325
-125
| -28% | -$18.8K | ﹤0.01% | 442 |
|
2021
Q4 | $59K | Hold |
450
| – | – | ﹤0.01% | 445 |
|
2021
Q3 | $58K | Hold |
450
| – | – | ﹤0.01% | 446 |
|
2021
Q2 | $61K | Buy |
+450
| New | +$61K | ﹤0.01% | 455 |
|
2021
Q1 | – | Sell |
-525
| Closed | -$61K | – | 662 |
|
2020
Q4 | $61K | Sell |
525
-75
| -13% | -$8.71K | ﹤0.01% | 404 |
|
2020
Q3 | $56K | Sell |
600
-110
| -15% | -$10.3K | ﹤0.01% | 385 |
|
2020
Q2 | $72K | Hold |
710
| – | – | ﹤0.01% | 348 |
|
2020
Q1 | $64K | Sell |
710
-200
| -22% | -$18K | ﹤0.01% | 346 |
|
2019
Q4 | $124K | Hold |
910
| – | – | ﹤0.01% | 323 |
|
2019
Q3 | $123K | Sell |
910
-100
| -10% | -$13.5K | ﹤0.01% | 313 |
|
2019
Q2 | $130K | Buy |
1,010
+1,000
| +10,000% | +$129K | ﹤0.01% | 310 |
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 689 |
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 680 |
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 642 |
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 657 |
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 707 |
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 714 |
|
2017
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 895 |
|