Loring Wolcott & Coolidge Fiduciary Advisors’s Merit Medical Systems MMSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-610
| Closed | -$36K | – | 715 |
|
|
2019
Q2 | $36K | Hold |
610
| – | – | ﹤0.01% | 437 |
|
|
2019
Q1 | $38K | Sell |
610
-400
| -40% | -$24.9K | ﹤0.01% | 429 |
|
|
2018
Q4 | $56K | Hold |
1,010
| – | – | ﹤0.01% | 395 |
|
|
2018
Q3 | $62K | Hold |
1,010
| – | – | ﹤0.01% | 404 |
|
|
2018
Q2 | $52K | Hold |
1,010
| – | – | ﹤0.01% | 423 |
|
|
2018
Q1 | $46K | Hold |
1,010
| – | – | ﹤0.01% | 453 |
|
|
2017
Q4 | $44K | Sell |
1,010
-490
| -33% | -$21.3K | ﹤0.01% | 449 |
|
|
2017
Q3 | $64K | Hold |
1,500
| – | – | ﹤0.01% | 403 |
|
|
2017
Q2 | $62K | Hold |
1,500
| – | – | ﹤0.01% | 402 |
|
|
2017
Q1 | $43K | Buy |
+1,500
| New | +$43K | ﹤0.01% | 426 |
|