Carolina Wealth Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Sell |
195
-3,808
| -95% | -$349K | 0.01% | 125 |
|
|
2025
Q1 | $368K | Sell |
4,003
-5,914
| -60% | -$544K | 0.2% | 49 |
|
|
2024
Q4 | $840K | Buy |
9,917
+210
| +2% | +$17.8K | 0.45% | 29 |
|
|
2024
Q3 | $767K | Sell |
9,707
-894
| -8% | -$70.7K | 0.39% | 31 |
|
|
2024
Q2 | $792K | Buy |
10,601
+1,233
| +13% | +$92.2K | 0.39% | 33 |
|
|
2024
Q1 | $733K | Sell |
9,368
-79
| -0.8% | -$6.19K | 0.4% | 32 |
|
|
2023
Q4 | $657K | Sell |
9,447
-160
| -2% | -$11.1K | 0.34% | 37 |
|
|
2023
Q3 | $608K | Buy |
+9,607
| New | +$608K | 0.34% | 36 |
|