LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-22
| Closed | -$2K | – | 776 |
|
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 725 |
|
|
2021
Q2 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 827 |
|
|
2018
Q4 | – | Sell |
-2,340
| Closed | -$267K | – | 733 |
|
|
2018
Q3 | $267K | Hold |
2,340
| – | – | ﹤0.01% | 240 |
|
|
2018
Q2 | $234K | Hold |
2,340
| – | – | ﹤0.01% | 262 |
|
|
2018
Q1 | $238K | Buy |
+2,340
| New | +$238K | ﹤0.01% | 257 |
|