LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Weis Markets WMK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-200
| Closed | -$10K | – | 648 |
|
2014
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 558 |
|
2014
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 550 |
|
2014
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 563 |
|
2014
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 549 |
|
2013
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 520 |
|
2013
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 497 |
|
2013
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 542 |
|