Loring Wolcott & Coolidge Fiduciary Advisors’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-90
| Closed | -$10K | – | 929 |
|
2021
Q2 | $10K | Buy |
+90
| New | +$10K | ﹤0.01% | 635 |
|
2021
Q1 | – | Sell |
-138
| Closed | -$14K | – | 674 |
|
2020
Q4 | $14K | Buy |
138
+48
| +53% | +$4.87K | ﹤0.01% | 538 |
|
2020
Q3 | $8K | Hold |
90
| – | – | ﹤0.01% | 519 |
|
2020
Q2 | $8K | Hold |
90
| – | – | ﹤0.01% | 512 |
|
2020
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 574 |
|
2019
Q4 | $8K | Hold |
90
| – | – | ﹤0.01% | 592 |
|
2019
Q3 | $7K | Hold |
90
| – | – | ﹤0.01% | 594 |
|
2019
Q2 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 584 |
|