Loring Wolcott & Coolidge Fiduciary Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-24
| Closed | – | – | 884 |
|
|
2017
Q3 | $0 | Sell |
24
-263
| -92% | – | ﹤0.01% | 914 |
|
|
2017
Q2 | $6K | Buy |
+287
| New | +$6K | ﹤0.01% | 572 |
|
|
2016
Q1 | – | Sell |
-6,000
| Closed | -$107K | – | 654 |
|
|
2015
Q4 | $107K | Hold |
6,000
| – | – | ﹤0.01% | 337 |
|
|
2015
Q3 | $122K | Hold |
6,000
| – | – | ﹤0.01% | 334 |
|
|
2015
Q2 | $122K | Hold |
6,000
| – | – | ﹤0.01% | 334 |
|
|
2015
Q1 | $125K | Sell |
6,000
-14,000
| -70% | -$292K | ﹤0.01% | 341 |
|
|
2014
Q4 | $358K | Buy |
+20,000
| New | +$358K | 0.01% | 230 |
|