Loring Wolcott & Coolidge Fiduciary Advisors’s Middleburg Financial Corp MBRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $260K | Hold |
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|
2016
Q4 | $225K | Hold |
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|
2016
Q3 | $183K | Hold |
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|
2016
Q2 | $176K | Hold |
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|
2016
Q1 | $140K | Hold |
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|
2015
Q4 | $120K | Hold |
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|
2015
Q3 | $117K | Hold |
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|
2015
Q2 | $117K | Hold |
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|
2015
Q1 | $119K | Hold |
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|
2014
Q4 | $117K | Hold |
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|
2014
Q3 | $115K | Hold |
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|
2014
Q2 | $130K | Hold |
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|
2014
Q1 | $114K | Hold |
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|
2013
Q4 | $117K | Hold |
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|
2013
Q3 | $125K | Hold |
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|
2013
Q2 | $124K | Buy |
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