LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Wayfair W Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-500	Closed	-$128K	–	772
2021 Q3	$128K	Hold	500	–	–	﹤0.01%	359
2021 Q2	$158K	Buy	+500	New	+$158K	﹤0.01%	348
2021 Q1	–	Sell	-500	Closed	-$113K	–	705
2020 Q4	$113K	Sell	500 -175	-26%	-$39.6K	﹤0.01%	335
2020 Q3	$196K	Sell	675 -325	-33%	-$94.4K	﹤0.01%	261
2020 Q2	$198K	Hold	1,000	–	–	﹤0.01%	248
2020 Q1	$53K	Hold	1,000	–	–	﹤0.01%	370
2019 Q4	$90K	Hold	1,000	–	–	﹤0.01%	358
2019 Q3	$112K	Hold	1,000	–	–	﹤0.01%	325
2019 Q2	$146K	Hold	1,000	–	–	﹤0.01%	294
2019 Q1	$148K	Hold	1,000	–	–	﹤0.01%	284
2018 Q4	$90K	Hold	1,000	–	–	﹤0.01%	333
2018 Q3	$148K	Hold	1,000	–	–	﹤0.01%	294
2018 Q2	$119K	Hold	1,000	–	–	﹤0.01%	335
2018 Q1	$68K	Hold	1,000	–	–	﹤0.01%	404
2017 Q4	$80K	Buy	+1,000	New	+$80K	﹤0.01%	387
2016 Q3	–	Sell	-302	Closed	-$12K	–	645
2016 Q2	$12K	Buy	+302	New	+$12K	﹤0.01%	530