LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6K | Hold |
500
| – | – | ﹤0.01% | 423 |
|
|
2025
Q1 | $34.3K | Hold |
500
| – | – | ﹤0.01% | 409 |
|
|
2024
Q4 | $30.9K | Hold |
500
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $33K | Hold |
500
| – | – | ﹤0.01% | 425 |
|
|
2024
Q2 | $26.6K | Hold |
500
| – | – | ﹤0.01% | 432 |
|
|
2024
Q1 | $21.6K | Hold |
500
| – | – | ﹤0.01% | 453 |
|
|
2023
Q4 | $23.2K | Hold |
500
| – | – | ﹤0.01% | 453 |
|
|
2023
Q3 | $22K | Hold |
500
| – | – | ﹤0.01% | 476 |
|
|
2023
Q2 | $23.6K | Hold |
500
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $21.7K | Hold |
500
| – | – | ﹤0.01% | 465 |
|
|
2022
Q4 | $22.5K | Hold |
500
| – | – | ﹤0.01% | 459 |
|
|
2022
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 486 |
|
|
2022
Q2 | $26K | Hold |
500
| – | – | ﹤0.01% | 485 |
|
|
2022
Q1 | $31K | Hold |
500
| – | – | ﹤0.01% | 484 |
|
|
2021
Q4 | $26K | Hold |
500
| – | – | ﹤0.01% | 520 |
|
|
2021
Q3 | $28K | Hold |
500
| – | – | ﹤0.01% | 503 |
|
|
2021
Q2 | $29K | Buy |
+500
| New | +$29K | ﹤0.01% | 511 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$25K | – | 700 |
|
|
2020
Q4 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 489 |
|
|
2017
Q4 | – | Sell |
-2
| Closed | – | – | 878 |
|
|
2017
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 907 |
|