Baystate Wealth Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10
| Closed | -$1K | – | 933 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 774 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 743 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 672 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 718 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 696 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 699 |
|
|
2020
Q1 | $0 | Sell |
10
-358
| -97% | – | ﹤0.01% | 646 |
|
|
2019
Q4 | $19K | Hold |
368
| – | – | ﹤0.01% | 327 |
|
|
2019
Q3 | $19K | Hold |
368
| – | – | ﹤0.01% | 298 |
|
|
2019
Q2 | $20K | Sell |
368
-300
| -45% | -$16.3K | ﹤0.01% | 304 |
|
|
2019
Q1 | $33K | Hold |
668
| – | – | ﹤0.01% | 257 |
|
|
2018
Q4 | $32K | Hold |
668
| – | – | ﹤0.01% | 257 |
|
|
2018
Q3 | $33K | Hold |
668
| – | – | 0.01% | 243 |
|
|
2018
Q2 | $33K | Buy |
668
+330
| +98% | +$16.3K | ﹤0.01% | 240 |
|
|
2018
Q1 | $34K | Sell |
338
-330
| -49% | -$33.2K | 0.01% | 230 |
|
|
2017
Q4 | $35K | Hold |
668
| – | – | 0.01% | 237 |
|
|
2017
Q3 | $32K | Hold |
668
| – | – | 0.01% | 229 |
|
|
2017
Q2 | $31K | Hold |
668
| – | – | 0.01% | 222 |
|
|
2017
Q1 | $31K | Buy |
668
+10
| +2% | +$464 | 0.01% | 223 |
|
|
2016
Q4 | $31K | Buy |
+658
| New | +$31K | 0.01% | 188 |
|