Berman Capital Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $21K | Buy |
390
+64
| +20% | +$3.45K | ﹤0.01% | 965 |
|
|
2021
Q2 | $17K | Buy |
326
+6
| +2% | +$313 | ﹤0.01% | 965 |
|
|
2021
Q1 | $16K | Hold |
320
| – | – | ﹤0.01% | 864 |
|
|
2020
Q4 | $14K | Sell |
320
-15
| -4% | -$656 | ﹤0.01% | 787 |
|
|
2020
Q3 | $11K | Buy |
335
+93
| +38% | +$3.05K | ﹤0.01% | 761 |
|
|
2020
Q2 | $8K | Sell |
242
-195
| -45% | -$6.45K | ﹤0.01% | 840 |
|
|
2020
Q1 | $15K | Buy |
437
+40
| +10% | +$1.37K | ﹤0.01% | 566 |
|
|
2019
Q4 | $20K | Hold |
397
| – | – | 0.01% | 537 |
|
|
2019
Q3 | $20K | Hold |
397
| – | – | 0.01% | 506 |
|
|
2019
Q2 | $21K | Buy |
397
+144
| +57% | +$7.62K | 0.01% | 501 |
|
|
2019
Q1 | $12K | Buy |
253
+173
| +216% | +$8.21K | ﹤0.01% | 596 |
|
|
2018
Q4 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 874 |
|