Loring Wolcott & Coolidge Fiduciary Advisors’s Owens Realty Mortgage, Inc. ORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $67K | Hold |
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|
2016
Q2 | $64K | Hold |
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|
2016
Q1 | $61K | Hold |
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|
2015
Q4 | $52K | Hold |
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|
2015
Q3 | $58K | Hold |
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|
2015
Q2 | $58K | Hold |
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|
2015
Q1 | $58K | Hold |
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|
2014
Q4 | $56K | Hold |
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|
2014
Q3 | $55K | Hold |
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|
2014
Q2 | $75K | Hold |
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|
2014
Q1 | $57K | Hold |
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|
2013
Q4 | $47K | Hold |
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|
2013
Q3 | $48K | Buy |
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