LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-499
| Closed | -$24K | – | 763 |
|
|
2018
Q4 | $24K | Sell |
499
-51
| -9% | -$2.45K | ﹤0.01% | 493 |
|
|
2018
Q3 | $25K | Hold |
550
| – | – | ﹤0.01% | 480 |
|
|
2018
Q2 | $22K | Hold |
550
| – | – | ﹤0.01% | 497 |
|
|
2018
Q1 | $21K | Hold |
550
| – | – | ﹤0.01% | 535 |
|
|
2017
Q4 | $24K | Hold |
550
| – | – | ﹤0.01% | 499 |
|
|
2017
Q3 | $25K | Sell |
550
-47
| -8% | -$2.14K | ﹤0.01% | 485 |
|
|
2017
Q2 | $27K | Buy |
597
+47
| +9% | +$2.13K | ﹤0.01% | 467 |
|
|
2017
Q1 | $24K | Hold |
550
| – | – | ﹤0.01% | 481 |
|
|
2016
Q4 | $24K | Hold |
550
| – | – | ﹤0.01% | 457 |
|
|
2016
Q3 | $23K | Hold |
550
| – | – | ﹤0.01% | 470 |
|
|
2016
Q2 | $22K | Hold |
550
| – | – | ﹤0.01% | 477 |
|
|
2016
Q1 | $22K | Hold |
550
| – | – | ﹤0.01% | 475 |
|
|
2015
Q4 | $21K | Sell |
550
-175
| -24% | -$6.68K | ﹤0.01% | 508 |
|
|
2015
Q3 | $28K | Hold |
725
| – | – | ﹤0.01% | 474 |
|
|
2015
Q2 | $28K | Hold |
725
| – | – | ﹤0.01% | 474 |
|
|
2015
Q1 | $29K | Hold |
725
| – | – | ﹤0.01% | 490 |
|
|
2014
Q4 | $29K | Hold |
725
| – | – | ﹤0.01% | 480 |
|
|
2014
Q3 | $26K | Hold |
725
| – | – | ﹤0.01% | 468 |
|
|
2014
Q2 | $26K | Hold |
725
| – | – | ﹤0.01% | 491 |
|
|
2014
Q1 | $25K | Hold |
725
| – | – | ﹤0.01% | 475 |
|
|
2013
Q4 | $27K | Hold |
725
| – | – | ﹤0.01% | 448 |
|
|
2013
Q3 | $25K | Hold |
725
| – | – | ﹤0.01% | 421 |
|
|
2013
Q2 | $24K | Buy |
+725
| New | +$24K | ﹤0.01% | 459 |
|