LWCFA
WP
Loring Wolcott & Coolidge Fiduciary Advisors’s Worldpay, Inc. WP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,206
| Closed | -$638K | – | 760 |
|
|
2019
Q2 | $638K | Sell |
5,206
-1,109
| -18% | -$136K | 0.01% | 181 |
|
|
2019
Q1 | $717K | Buy |
6,315
+120
| +2% | +$13.6K | 0.01% | 172 |
|
|
2018
Q4 | $473K | Buy |
+6,195
| New | +$473K | 0.01% | 200 |
|
|
2018
Q1 | – | Sell |
-23
| Closed | -$2K | – | 808 |
|
|
2017
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 675 |
|
|
2017
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 684 |
|