Loring Wolcott & Coolidge Fiduciary Advisors’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-361
| Closed | -$11K | – | 695 |
|
|
2018
Q3 | $11K | Hold |
361
| – | – | ﹤0.01% | 527 |
|
|
2018
Q2 | $9K | Hold |
361
| – | – | ﹤0.01% | 551 |
|
|
2018
Q1 | $8K | Hold |
361
| – | – | ﹤0.01% | 595 |
|
|
2017
Q4 | $8K | Hold |
361
| – | – | ﹤0.01% | 582 |
|
|
2017
Q3 | $7K | Hold |
361
| – | – | ﹤0.01% | 570 |
|
|
2017
Q2 | $6K | Hold |
361
| – | – | ﹤0.01% | 566 |
|
|
2017
Q1 | $6K | Hold |
361
| – | – | ﹤0.01% | 576 |
|
|
2016
Q4 | $6K | Hold |
361
| – | – | ﹤0.01% | 556 |
|
|
2016
Q3 | $6K | Sell |
361
-2
| -0.6% | -$33 | ﹤0.01% | 569 |
|
|
2016
Q2 | $4K | Buy |
+363
| New | +$4K | ﹤0.01% | 598 |
|