LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Select Medical SEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Sell |
275,620
-411
| -0.1% | -$6.24K | 0.04% | 94 |
|
|
2025
Q1 | $4.5M | Buy |
276,031
+177,670
| +181% | +$2.9M | 0.04% | 90 |
|
|
2024
Q4 | $2M | Hold |
98,361
| – | – | 0.02% | 132 |
|
|
2024
Q3 | $3.2M | Hold |
98,361
| – | – | 0.03% | 115 |
|
|
2024
Q2 | $3.79M | Hold |
98,361
| – | – | 0.03% | 93 |
|
|
2024
Q1 | $2.69M | Hold |
98,361
| – | – | 0.03% | 100 |
|
|
2023
Q4 | $2.56M | Hold |
98,361
| – | – | 0.03% | 104 |
|
|
2023
Q3 | $2.26M | Hold |
98,361
| – | – | 0.03% | 109 |
|
|
2023
Q2 | $3.13M | Buy |
+98,361
| New | +$3.13M | 0.03% | 98 |
|
|
2019
Q1 | – | Sell |
-7,995
| Closed | -$123K | – | 752 |
|
|
2018
Q4 | $123K | Hold |
7,995
| – | – | ﹤0.01% | 300 |
|
|
2018
Q3 | $147K | Hold |
7,995
| – | – | ﹤0.01% | 296 |
|
|
2018
Q2 | $145K | Hold |
7,995
| – | – | ﹤0.01% | 304 |
|
|
2018
Q1 | $138K | Hold |
7,995
| – | – | ﹤0.01% | 324 |
|
|
2017
Q4 | $141K | Hold |
7,995
| – | – | ﹤0.01% | 322 |
|
|
2017
Q3 | $154K | Hold |
7,995
| – | – | ﹤0.01% | 304 |
|
|
2017
Q2 | $130K | Hold |
7,995
| – | – | ﹤0.01% | 321 |
|
|
2017
Q1 | $107K | Hold |
7,995
| – | – | ﹤0.01% | 340 |
|
|
2016
Q4 | $106K | Hold |
7,995
| – | – | ﹤0.01% | 327 |
|
|
2016
Q3 | $108K | Buy |
7,995
+1,460
| +22% | +$19.7K | ﹤0.01% | 324 |
|
|
2016
Q2 | $71K | Buy |
+6,535
| New | +$71K | ﹤0.01% | 360 |
|
|
2014
Q3 | – | Sell |
-267
| Closed | -$4K | – | 614 |
|
|
2014
Q2 | $4K | Hold |
267
| – | – | ﹤0.01% | 597 |
|
|
2014
Q1 | $3K | Buy |
+267
| New | +$3K | ﹤0.01% | 602 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$2K | – | 611 |
|
|
2013
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 544 |
|