LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s NCR Voyix VYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-62
| Closed | -$1K | – | 607 |
|
|
2022
Q3 | $1K | Sell |
62
-36
| -37% | -$581 | ﹤0.01% | 597 |
|
|
2022
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 601 |
|
|
2022
Q1 | $4K | Hold |
98
| – | – | ﹤0.01% | 602 |
|
|
2021
Q4 | $4K | Buy |
98
+62
| +172% | +$2.53K | ﹤0.01% | 673 |
|
|
2021
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 739 |
|
|
2017
Q4 | – | Sell |
-2
| Closed | – | – | 881 |
|
|
2017
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 910 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$3K | – | 644 |
|
|
2016
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 609 |
|