BWP
L icon

BSW Wealth Partners’s Loews L Stock Holding History

BSW Wealth Partners’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$258K Buy
2,812
+143
+5% +$13.1K 0.04% 266
2025
Q1 		$245K Sell
2,669
-426
-14% -$39.2K 0.04% 260
2024
Q4 		$262K Buy
3,095
+409
+15% +$34.6K 0.04% 255
2024
Q3 		$212K Buy
+2,686
New +$212K 0.03% 277