LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,150
| Closed | -$9K | – | 641 |
|
|
2014
Q4 | $9K | Hold |
1,150
| – | – | ﹤0.01% | 563 |
|
|
2014
Q3 | $13K | Hold |
1,150
| – | – | ﹤0.01% | 516 |
|
|
2014
Q2 | $15K | Hold |
1,150
| – | – | ﹤0.01% | 528 |
|
|
2014
Q1 | $16K | Hold |
1,150
| – | – | ﹤0.01% | 511 |
|
|
2013
Q4 | $18K | Hold |
1,150
| – | – | ﹤0.01% | 483 |
|
|
2013
Q3 | $18K | Hold |
1,150
| – | – | ﹤0.01% | 452 |
|
|
2013
Q2 | $15K | Buy |
+1,150
| New | +$15K | ﹤0.01% | 502 |
|