LWCFA
UNIT
Loring Wolcott & Coolidge Fiduciary Advisors’s Uniti Group UNIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-397
| Closed | -$1.83K | – | 656 |
|
|
2023
Q2 | $1.83K | Hold |
397
| – | – | ﹤0.01% | 613 |
|
|
2023
Q1 | $1.41K | Hold |
397
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $2.2K | Hold |
397
| – | – | ﹤0.01% | 549 |
|
|
2022
Q3 | $3K | Hold |
397
| – | – | ﹤0.01% | 573 |
|
|
2022
Q2 | $4K | Hold |
397
| – | – | ﹤0.01% | 588 |
|
|
2022
Q1 | $5K | Hold |
397
| – | – | ﹤0.01% | 591 |
|
|
2021
Q4 | $6K | Hold |
397
| – | – | ﹤0.01% | 647 |
|
|
2021
Q3 | $5K | Hold |
397
| – | – | ﹤0.01% | 663 |
|
|
2021
Q2 | $4K | Buy |
+397
| New | +$4K | ﹤0.01% | 773 |
|
|
2021
Q1 | – | Sell |
-397
| Closed | -$5K | – | 681 |
|
|
2020
Q4 | $5K | Hold |
397
| – | – | ﹤0.01% | 693 |
|
|
2020
Q3 | $4K | Hold |
397
| – | – | ﹤0.01% | 554 |
|
|
2020
Q2 | $4K | Sell |
397
-950
| -71% | -$9.57K | ﹤0.01% | 547 |
|
|
2020
Q1 | $8K | Buy |
1,347
+950
| +239% | +$5.64K | ﹤0.01% | 558 |
|
|
2019
Q4 | $3K | Buy |
+397
| New | +$3K | ﹤0.01% | 635 |
|