Loring Wolcott & Coolidge Fiduciary Advisors’s Washington Prime Group Inc. WPG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-128
| Closed | -$10K | – | 950 |
|
2017
Q2 | $10K | Hold |
128
| – | – | ﹤0.01% | 552 |
|
2017
Q1 | $10K | Hold |
128
| – | – | ﹤0.01% | 553 |
|
2016
Q4 | $12K | Hold |
128
| – | – | ﹤0.01% | 517 |
|
2016
Q3 | $14K | Hold |
128
| – | – | ﹤0.01% | 518 |
|
2016
Q2 | $13K | Hold |
128
| – | – | ﹤0.01% | 524 |
|
2016
Q1 | $11K | Hold |
128
| – | – | ﹤0.01% | 534 |
|
2015
Q4 | $12K | Hold |
128
| – | – | ﹤0.01% | 558 |
|
2015
Q3 | $16K | Hold |
128
| – | – | ﹤0.01% | 510 |
|
2015
Q2 | $16K | Hold |
128
| – | – | ﹤0.01% | 510 |
|
2015
Q1 | $19K | Sell |
128
-274
| -68% | -$40.7K | ﹤0.01% | 513 |
|
2014
Q4 | $62K | Hold |
402
| – | – | ﹤0.01% | 408 |
|
2014
Q3 | $63K | Sell |
402
-97
| -19% | -$15.2K | ﹤0.01% | 386 |
|
2014
Q2 | $84K | Buy |
+499
| New | +$84K | ﹤0.01% | 378 |
|