LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-331
| Closed | -$76.1K | – | 606 |
|
|
2023
Q3 | $76.1K | Hold |
331
| – | – | ﹤0.01% | 383 |
|
|
2023
Q2 | $74.8K | Hold |
331
| – | – | ﹤0.01% | 395 |
|
|
2023
Q1 | $63.5K | Sell |
331
-25
| -7% | -$4.8K | ﹤0.01% | 382 |
|
|
2022
Q4 | $62.8K | Hold |
356
| – | – | ﹤0.01% | 378 |
|
|
2022
Q3 | $61K | Sell |
356
-5
| -1% | -$857 | ﹤0.01% | 388 |
|
|
2022
Q2 | $62K | Buy |
361
+5
| +1% | +$859 | ﹤0.01% | 404 |
|
|
2022
Q1 | $76K | Buy |
356
+331
| +1,324% | +$70.7K | ﹤0.01% | 411 |
|
|
2021
Q4 | $6K | Sell |
25
-50
| -67% | -$12K | ﹤0.01% | 648 |
|
|
2021
Q3 | $15K | Sell |
75
-40
| -35% | -$8K | ﹤0.01% | 550 |
|
|
2021
Q2 | $20K | Buy |
+115
| New | +$20K | ﹤0.01% | 541 |
|
|
2021
Q1 | – | Sell |
-36
| Closed | -$7K | – | 695 |
|
|
2020
Q4 | $7K | Buy |
+36
| New | +$7K | ﹤0.01% | 653 |
|
|
2017
Q3 | – | Sell |
-34
| Closed | -$3K | – | 906 |
|
|
2017
Q2 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 611 |
|