LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Tapestry TPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11
| Closed | – | – | 767 |
|
|
2019
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 761 |
|
|
2017
Q2 | – | Sell |
-35
| Closed | -$1K | – | 653 |
|
|
2017
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 608 |
|
|
2016
Q4 | $1K | Sell |
35
-150
| -81% | -$4.29K | ﹤0.01% | 590 |
|
|
2016
Q3 | $7K | Hold |
185
| – | – | ﹤0.01% | 566 |
|
|
2016
Q2 | $8K | Hold |
185
| – | – | ﹤0.01% | 562 |
|
|
2016
Q1 | $7K | Hold |
185
| – | – | ﹤0.01% | 557 |
|
|
2015
Q4 | $6K | Sell |
185
-5,020
| -96% | -$163K | ﹤0.01% | 588 |
|
|
2015
Q3 | $180K | Hold |
5,205
| – | – | ﹤0.01% | 287 |
|
|
2015
Q2 | $180K | Sell |
5,205
-11,300
| -68% | -$391K | ﹤0.01% | 287 |
|
|
2015
Q1 | $684K | Sell |
16,505
-32,996
| -67% | -$1.37M | 0.02% | 180 |
|
|
2014
Q4 | $1.86M | Sell |
49,501
-65,248
| -57% | -$2.45M | 0.05% | 116 |
|
|
2014
Q3 | $4.09M | Sell |
114,749
-2,317
| -2% | -$82.5K | 0.11% | 92 |
|
|
2014
Q2 | $4M | Sell |
117,066
-16,725
| -13% | -$572K | 0.11% | 90 |
|
|
2014
Q1 | $6.64M | Buy |
133,791
+3,905
| +3% | +$194K | 0.18% | 81 |
|
|
2013
Q4 | $7.29M | Sell |
129,886
-30,079
| -19% | -$1.69M | 0.2% | 77 |
|
|
2013
Q3 | $8.72M | Sell |
159,965
-17,197
| -10% | -$938K | 0.27% | 69 |
|
|
2013
Q2 | $10.1M | Buy |
+177,162
| New | +$10.1M | 0.32% | 61 |
|