Arkadios Wealth Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,663
| Closed | -$325K | – | 757 |
|
|
2023
Q4 | $325K | Buy |
+4,663
| New | +$325K | 0.03% | 498 |
|
|
2021
Q4 | – | Sell |
-47
| Closed | -$2K | – | 1229 |
|
|
2021
Q3 | $2K | Sell |
47
-6
| -11% | -$255 | ﹤0.01% | 1752 |
|
|
2021
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 1855 |
|
|
2021
Q1 | $2K | Buy |
53
+31
| +141% | +$1.17K | ﹤0.01% | 1529 |
|
|
2020
Q4 | $0 | Sell |
22
-22
| -50% | – | ﹤0.01% | 1418 |
|
|
2020
Q3 | $1.58K | Buy |
+44
| New | +$1.58K | ﹤0.01% | 955 |
|
|
2020
Q2 | – | Sell |
-88
| Closed | -$3.08K | – | 1060 |
|
|
2020
Q1 | $3.08K | Hold |
88
| – | – | ﹤0.01% | 866 |
|
|
2019
Q4 | $4.78K | Buy |
+88
| New | +$4.78K | ﹤0.01% | 704 |
|