Loring Wolcott & Coolidge Fiduciary Advisors’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-220
| Closed | -$8K | – | 788 |
|
|
2018
Q4 | $8K | Hold |
220
| – | – | ﹤0.01% | 584 |
|
|
2018
Q3 | $9K | Hold |
220
| – | – | ﹤0.01% | 541 |
|
|
2018
Q2 | $8K | Hold |
220
| – | – | ﹤0.01% | 566 |
|
|
2018
Q1 | $9K | Hold |
220
| – | – | ﹤0.01% | 593 |
|
|
2017
Q4 | $7K | Hold |
220
| – | – | ﹤0.01% | 596 |
|
|
2017
Q3 | $6K | Hold |
220
| – | – | ﹤0.01% | 590 |
|
|
2017
Q2 | $6K | Buy |
+220
| New | +$6K | ﹤0.01% | 577 |
|