LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-20
| Closed | -$1K | – | 724 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 671 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 700 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 691 |
|
|
2018
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 682 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 645 |
|
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 661 |
|
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 713 |
|
|
2017
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 723 |
|
|
2017
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 913 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$5K | – | 658 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 581 |
|
|
2016
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 566 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 577 |
|
|
2016
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 593 |
|