LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s LendingTree TREE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-38
| Closed | -$5K | – | 713 |
|
2021
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 659 |
|
2021
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 662 |
|
2021
Q2 | $8K | Buy |
+38
| New | +$8K | ﹤0.01% | 684 |
|
2017
Q4 | – | Sell |
-4
| Closed | – | – | 871 |
|
2017
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 899 |
|