Avantax Planning Partners’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,642
| Closed | -$75K | – | 304 |
|
|
2018
Q4 | $75K | Buy |
1,642
+1,171
| +249% | +$53.5K | 0.01% | 264 |
|
|
2018
Q3 | $24K | Buy |
+471
| New | +$24K | ﹤0.01% | 656 |
|
|
2018
Q2 | – | Sell |
-1,949
| Closed | -$97K | – | 895 |
|
|
2018
Q1 | $97K | Buy |
+1,949
| New | +$97K | 0.01% | 411 |
|