LWCFA
TWX
Loring Wolcott & Coolidge Fiduciary Advisors’s Time Warner Inc TWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14
| Closed | -$1K | – | 752 |
|
|
2018
Q1 | $1K | Sell |
14
-900
| -98% | -$64.3K | ﹤0.01% | 717 |
|
|
2017
Q4 | $84K | Hold |
914
| – | – | ﹤0.01% | 381 |
|
|
2017
Q3 | $94K | Buy |
914
+14
| +2% | +$1.44K | ﹤0.01% | 367 |
|
|
2017
Q2 | $92K | Hold |
900
| – | – | ﹤0.01% | 368 |
|
|
2017
Q1 | $88K | Hold |
900
| – | – | ﹤0.01% | 368 |
|
|
2016
Q4 | $87K | Hold |
900
| – | – | ﹤0.01% | 348 |
|
|
2016
Q3 | $72K | Sell |
900
-100
| -10% | -$8K | ﹤0.01% | 366 |
|
|
2016
Q2 | $74K | Buy |
1,000
+100
| +11% | +$7.4K | ﹤0.01% | 353 |
|
|
2016
Q1 | $65K | Sell |
900
-56
| -6% | -$4.04K | ﹤0.01% | 362 |
|
|
2015
Q4 | $62K | Hold |
956
| – | – | ﹤0.01% | 396 |
|
|
2015
Q3 | $84K | Hold |
956
| – | – | ﹤0.01% | 370 |
|
|
2015
Q2 | $84K | Hold |
956
| – | – | ﹤0.01% | 370 |
|
|
2015
Q1 | $81K | Sell |
956
-44
| -4% | -$3.73K | ﹤0.01% | 387 |
|
|
2014
Q4 | $85K | Hold |
1,000
| – | – | ﹤0.01% | 371 |
|
|
2014
Q3 | $75K | Hold |
1,000
| – | – | ﹤0.01% | 369 |
|
|
2014
Q2 | $70K | Buy |
1,000
+900
| +900% | +$63K | ﹤0.01% | 396 |
|
|
2014
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 566 |
|
|
2013
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 544 |
|