LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19
| Closed | -$1.91K | – | 609 |
|
|
2023
Q3 | $1.91K | Buy |
+19
| New | +$1.91K | ﹤0.01% | 585 |
|
|
2020
Q2 | – | Sell |
-600
| Closed | -$35K | – | 661 |
|
|
2020
Q1 | $35K | Buy |
+600
| New | +$35K | ﹤0.01% | 410 |
|
|
2019
Q4 | – | Sell |
-6
| Closed | – | – | 726 |
|
|
2019
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 740 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$6K | – | 647 |
|
|
2016
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 586 |
|
|
2016
Q1 | $6K | Sell |
100
-70
| -41% | -$4.2K | ﹤0.01% | 569 |
|
|
2015
Q4 | $9K | Hold |
170
| – | – | ﹤0.01% | 571 |
|
|
2015
Q3 | $9K | Hold |
170
| – | – | ﹤0.01% | 553 |
|
|
2015
Q2 | $9K | Buy |
+170
| New | +$9K | ﹤0.01% | 553 |
|