Loring Wolcott & Coolidge Fiduciary Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-75
| Closed | -$2.43K | – | 664 |
|
|
2023
Q1 | $2.43K | Hold |
75
| – | – | ﹤0.01% | 566 |
|
|
2022
Q4 | $2.14K | Hold |
75
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 589 |
|
|
2022
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 600 |
|
|
2022
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 568 |
|
|
2021
Q4 | $11K | Buy |
+75
| New | +$11K | ﹤0.01% | 592 |
|