Loring Wolcott & Coolidge Fiduciary Advisors’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Sell |
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|
2025
Q1 | $4.5M | Buy |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $3.2M | Hold |
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|
2024
Q2 | $3.79M | Hold |
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|
2024
Q1 | $2.69M | Hold |
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|
2023
Q4 | $2.56M | Hold |
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|
2023
Q3 | $2.26M | Hold |
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|
2023
Q2 | $3.13M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $123K | Hold |
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|
2018
Q3 | $147K | Hold |
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|
2018
Q2 | $145K | Hold |
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|
2018
Q1 | $138K | Hold |
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|
2017
Q4 | $141K | Hold |
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|
2017
Q3 | $154K | Hold |
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|
2017
Q2 | $130K | Hold |
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|
2017
Q1 | $107K | Hold |
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|
2016
Q4 | $106K | Hold |
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|
2016
Q3 | $108K | Buy |
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|
2016
Q2 | $71K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $4K | Hold |
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|
2014
Q1 | $3K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2K | Buy |
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