Loring Wolcott & Coolidge Fiduciary Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-46
| Closed | -$13K | – | 663 |
|
|
2022
Q1 | $13K | Hold |
46
| – | – | ﹤0.01% | 539 |
|
|
2021
Q4 | $16K | Hold |
46
| – | – | ﹤0.01% | 557 |
|
|
2021
Q3 | $12K | Hold |
46
| – | – | ﹤0.01% | 572 |
|
|
2021
Q2 | $12K | Buy |
+46
| New | +$12K | ﹤0.01% | 605 |
|
|
2021
Q1 | – | Sell |
-46
| Closed | -$11K | – | 546 |
|
|
2020
Q4 | $11K | Hold |
46
| – | – | ﹤0.01% | 558 |
|
|
2020
Q3 | $7K | Hold |
46
| – | – | ﹤0.01% | 530 |
|
|
2020
Q2 | $6K | Hold |
46
| – | – | ﹤0.01% | 533 |
|
|
2020
Q1 | $5K | Hold |
46
| – | – | ﹤0.01% | 585 |
|
|
2019
Q4 | $7K | Hold |
46
| – | – | ﹤0.01% | 596 |
|
|
2019
Q3 | $7K | Hold |
46
| – | – | ﹤0.01% | 591 |
|
|
2019
Q2 | $7K | Hold |
46
| – | – | ﹤0.01% | 582 |
|
|
2019
Q1 | $6K | Hold |
46
| – | – | ﹤0.01% | 586 |
|
|
2018
Q4 | $5K | Hold |
46
| – | – | ﹤0.01% | 599 |
|
|
2018
Q3 | $6K | Hold |
46
| – | – | ﹤0.01% | 560 |
|
|
2018
Q2 | $6K | Sell |
46
-33
| -42% | -$4.3K | ﹤0.01% | 575 |
|
|
2018
Q1 | $8K | Hold |
79
| – | – | ﹤0.01% | 596 |
|
|
2017
Q4 | $8K | Hold |
79
| – | – | ﹤0.01% | 583 |
|
|
2017
Q3 | $7K | Buy |
79
+46
| +139% | +$4.08K | ﹤0.01% | 574 |
|
|
2017
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 608 |
|
|
2017
Q1 | $3K | Sell |
33
-100
| -75% | -$9.09K | ﹤0.01% | 596 |
|
|
2016
Q4 | $10K | Buy |
+133
| New | +$10K | ﹤0.01% | 533 |
|