LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Tradeweb Markets TW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Sell |
810
-1,200
| -60% | -$176K | ﹤0.01% | 329 |
|
|
2025
Q1 | $269K | Sell |
2,010
-100
| -5% | -$13.4K | ﹤0.01% | 244 |
|
|
2024
Q4 | $270K | Hold |
2,110
| – | – | ﹤0.01% | 252 |
|
|
2024
Q3 | $281K | Buy |
2,110
+2,000
| +1,818% | +$266K | ﹤0.01% | 248 |
|
|
2024
Q2 | $11.9K | Hold |
110
| – | – | ﹤0.01% | 481 |
|
|
2024
Q1 | $11.2K | Buy |
+110
| New | +$11.2K | ﹤0.01% | 487 |
|