Loring Wolcott & Coolidge Fiduciary Advisors’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-225
| Closed | -$33K | – | 767 |
|
|
2021
Q2 | $33K | Buy |
+225
| New | +$33K | ﹤0.01% | 501 |
|
|
2021
Q1 | – | Sell |
-652
| Closed | -$113K | – | 346 |
|
|
2020
Q4 | $113K | Hold |
652
| – | – | ﹤0.01% | 330 |
|
|
2020
Q3 | $99K | Hold |
652
| – | – | ﹤0.01% | 325 |
|
|
2020
Q2 | $76K | Sell |
652
-150
| -19% | -$17.5K | ﹤0.01% | 339 |
|
|
2020
Q1 | $82K | Hold |
802
| – | – | ﹤0.01% | 317 |
|
|
2019
Q4 | $121K | Hold |
802
| – | – | ﹤0.01% | 326 |
|
|
2019
Q3 | $122K | Buy |
802
+771
| +2,487% | +$117K | ﹤0.01% | 314 |
|
|
2019
Q2 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 603 |
|