LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12
| Closed | -$222 | – | 594 |
|
|
2023
Q4 | $222 | Hold |
12
| – | – | ﹤0.01% | 548 |
|
|
2023
Q3 | $162 | Sell |
12
-341
| -97% | -$4.6K | ﹤0.01% | 602 |
|
|
2023
Q2 | $5.26K | Hold |
353
| – | – | ﹤0.01% | 572 |
|
|
2023
Q1 | $5.44K | Hold |
353
| – | – | ﹤0.01% | 544 |
|
|
2022
Q4 | $5.15K | Sell |
353
-298
| -46% | -$4.35K | ﹤0.01% | 533 |
|
|
2022
Q3 | $9K | Hold |
651
| – | – | ﹤0.01% | 532 |
|
|
2022
Q2 | $10K | Hold |
651
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $13K | Hold |
651
| – | – | ﹤0.01% | 543 |
|
|
2021
Q4 | $15K | Buy |
651
+298
| +84% | +$6.87K | ﹤0.01% | 567 |
|
|
2021
Q3 | $7K | Buy |
353
+341
| +2,842% | +$6.76K | ﹤0.01% | 636 |
|
|
2021
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 954 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | – | – | 726 |
|
|
2020
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 803 |
|
|
2020
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 616 |
|
|
2020
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 662 |
|
|
2020
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 719 |
|
|
2019
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 727 |
|
|
2019
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 741 |
|
|
2019
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 773 |
|
|
2019
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 773 |
|
|
2018
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 734 |
|
|
2018
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 682 |
|
|
2017
Q4 | – | Sell |
-2
| Closed | – | – | 886 |
|
|
2017
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 915 |
|