LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Encompass Health EHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-27
| Closed | -$2K | – | 805 |
|
|
2021
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 850 |
|
|
2020
Q1 | – | Sell |
-128
| Closed | -$9K | – | 667 |
|
|
2019
Q4 | $9K | Hold |
128
| – | – | ﹤0.01% | 583 |
|
|
2019
Q3 | $8K | Hold |
128
| – | – | ﹤0.01% | 583 |
|
|
2019
Q2 | $8K | Buy |
+128
| New | +$8K | ﹤0.01% | 575 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | – | – | 713 |
|
|
2018
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 701 |
|
|
2018
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 658 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 642 |
|
|
2018
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 744 |
|
|
2017
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 776 |
|
|
2017
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 816 |
|