LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s WaFd WAFD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-245	Closed	-$9K	–	715
2019 Q4	$9K	Hold	245	–	–	﹤0.01%	586
2019 Q3	$9K	Hold	245	–	–	﹤0.01%	579
2019 Q2	$9K	Hold	245	–	–	﹤0.01%	573
2019 Q1	$7K	Sell	245 -130	-35%	-$3.71K	﹤0.01%	578
2018 Q4	$10K	Hold	375	–	–	﹤0.01%	566
2018 Q3	$12K	Hold	375	–	–	﹤0.01%	526
2018 Q2	$12K	Hold	375	–	–	﹤0.01%	539
2018 Q1	$13K	Hold	375	–	–	﹤0.01%	571
2017 Q4	$13K	Hold	375	–	–	﹤0.01%	553
2017 Q3	$13K	Hold	375	–	–	﹤0.01%	545
2017 Q2	$13K	Hold	375	–	–	﹤0.01%	528
2017 Q1	$12K	Hold	375	–	–	﹤0.01%	542
2016 Q4	$13K	Sell	375 -125	-25%	-$4.33K	﹤0.01%	510
2016 Q3	$13K	Hold	500	–	–	﹤0.01%	524
2016 Q2	$12K	Hold	500	–	–	﹤0.01%	531
2016 Q1	$11K	Hold	500	–	–	﹤0.01%	531
2015 Q4	$12K	Hold	500	–	–	﹤0.01%	555
2015 Q3	$12K	Hold	500	–	–	﹤0.01%	534
2015 Q2	$12K	Hold	500	–	–	﹤0.01%	534
2015 Q1	$11K	Hold	500	–	–	﹤0.01%	554
2014 Q4	$11K	Hold	500	–	–	﹤0.01%	549
2014 Q3	$10K	Hold	500	–	–	﹤0.01%	540
2014 Q2	$11K	Hold	500	–	–	﹤0.01%	555
2014 Q1	$12K	Buy	+500	New	+$12K	﹤0.01%	532