Loring Wolcott & Coolidge Fiduciary Advisors’s Epizyme, Inc EPZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,000
| Closed | -$37K | – | 779 |
|
|
2019
Q1 | $37K | Hold |
3,000
| – | – | ﹤0.01% | 436 |
|
|
2018
Q4 | $18K | Hold |
3,000
| – | – | ﹤0.01% | 532 |
|
|
2018
Q3 | $32K | Hold |
3,000
| – | – | ﹤0.01% | 458 |
|
|
2018
Q2 | $41K | Hold |
3,000
| – | – | ﹤0.01% | 450 |
|
|
2018
Q1 | $53K | Hold |
3,000
| – | – | ﹤0.01% | 439 |
|
|
2017
Q4 | $38K | Hold |
3,000
| – | – | ﹤0.01% | 465 |
|
|
2017
Q3 | $57K | Hold |
3,000
| – | – | ﹤0.01% | 417 |
|
|
2017
Q2 | $34K | Hold |
3,000
| – | – | ﹤0.01% | 450 |
|
|
2017
Q1 | $51K | Hold |
3,000
| – | – | ﹤0.01% | 409 |
|
|
2016
Q4 | $36K | Hold |
3,000
| – | – | ﹤0.01% | 423 |
|
|
2016
Q3 | $30K | Hold |
3,000
| – | – | ﹤0.01% | 445 |
|
|
2016
Q2 | $31K | Sell |
3,000
-2,500
| -45% | -$25.8K | ﹤0.01% | 443 |
|
|
2016
Q1 | $67K | Buy |
5,500
+3,000
| +120% | +$36.5K | ﹤0.01% | 360 |
|
|
2015
Q4 | $40K | Hold |
2,500
| – | – | ﹤0.01% | 447 |
|
|
2015
Q3 | $60K | Hold |
2,500
| – | – | ﹤0.01% | 404 |
|
|
2015
Q2 | $60K | Hold |
2,500
| – | – | ﹤0.01% | 404 |
|
|
2015
Q1 | $47K | Hold |
2,500
| – | – | ﹤0.01% | 440 |
|
|
2014
Q4 | $47K | Buy |
+2,500
| New | +$47K | ﹤0.01% | 433 |
|