LWCFA
ORM
Loring Wolcott & Coolidge Fiduciary Advisors’s Owens Realty Mortgage, Inc. ORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,841
| Closed | -$67K | – | 632 |
|
|
2016
Q3 | $67K | Hold |
3,841
| – | – | ﹤0.01% | 379 |
|
|
2016
Q2 | $64K | Hold |
3,841
| – | – | ﹤0.01% | 374 |
|
|
2016
Q1 | $61K | Hold |
3,841
| – | – | ﹤0.01% | 369 |
|
|
2015
Q4 | $52K | Hold |
3,841
| – | – | ﹤0.01% | 414 |
|
|
2015
Q3 | $58K | Hold |
3,841
| – | – | ﹤0.01% | 405 |
|
|
2015
Q2 | $58K | Hold |
3,841
| – | – | ﹤0.01% | 405 |
|
|
2015
Q1 | $58K | Hold |
3,841
| – | – | ﹤0.01% | 418 |
|
|
2014
Q4 | $56K | Hold |
3,841
| – | – | ﹤0.01% | 416 |
|
|
2014
Q3 | $55K | Hold |
3,841
| – | – | ﹤0.01% | 404 |
|
|
2014
Q2 | $75K | Hold |
3,841
| – | – | ﹤0.01% | 388 |
|
|
2014
Q1 | $57K | Hold |
3,841
| – | – | ﹤0.01% | 401 |
|
|
2013
Q4 | $47K | Hold |
3,841
| – | – | ﹤0.01% | 397 |
|
|
2013
Q3 | $48K | Buy |
+3,841
| New | +$48K | ﹤0.01% | 376 |
|