Loring Wolcott & Coolidge Fiduciary Advisors’s Sally Beauty Holdings SBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-506
| Closed | -$4K | – | 795 |
|
|
2020
Q3 | $4K | Sell |
506
-969
| -66% | -$7.66K | ﹤0.01% | 553 |
|
|
2020
Q2 | $18K | Hold |
1,475
| – | – | ﹤0.01% | 462 |
|
|
2020
Q1 | $12K | Hold |
1,475
| – | – | ﹤0.01% | 526 |
|
|
2019
Q4 | $27K | Hold |
1,475
| – | – | ﹤0.01% | 500 |
|
|
2019
Q3 | $22K | Hold |
1,475
| – | – | ﹤0.01% | 512 |
|
|
2019
Q2 | $20K | Hold |
1,475
| – | – | ﹤0.01% | 509 |
|
|
2019
Q1 | $27K | Hold |
1,475
| – | – | ﹤0.01% | 483 |
|
|
2018
Q4 | $27K | Sell |
1,475
-3,535
| -71% | -$64.7K | ﹤0.01% | 475 |
|
|
2018
Q3 | $92K | Hold |
5,010
| – | – | ﹤0.01% | 359 |
|
|
2018
Q2 | $80K | Hold |
5,010
| – | – | ﹤0.01% | 379 |
|
|
2018
Q1 | $82K | Hold |
5,010
| – | – | ﹤0.01% | 391 |
|
|
2017
Q4 | $94K | Hold |
5,010
| – | – | ﹤0.01% | 369 |
|
|
2017
Q3 | $98K | Buy |
+5,010
| New | +$98K | ﹤0.01% | 364 |
|