Carroll Financial Associates’s Loews L Stock Holding History

Carroll Financial Associates’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$116K	Hold
2021 Q3	$108K	Hold
2021 Q2	$109K	Buy
2021 Q1	$102K	Hold
2020 Q4	$90K	Hold
2020 Q3	$69K	Hold
2020 Q2	$68K	Hold
2020 Q1	$69K	Hold
2019 Q4	$104K	Hold
2019 Q3	$102K	Hold
2019 Q2	$109K	Hold
2019 Q1	$95K	Hold
2018 Q4	$91K	Hold
2018 Q3	$100K	Sell
2018 Q2	$97K	Sell
2018 Q1	$105K	Sell
2017 Q4	$107K	Hold
2017 Q3	$104K	Sell
2017 Q2	$108K	Sell
2017 Q1	$110K	Hold
2016 Q4	$110K	Hold
2016 Q3	$96K	Sell
2016 Q2	$97K	Hold
2016 Q1	$90K	Hold
2015 Q4	$90K	Hold
2015 Q3	$85K	Hold
2015 Q2	$91K	Buy
2015 Q1	$82K	Hold
2014 Q4	$81K	Sell
2014 Q3	$95K	Hold
2014 Q2	$96K	Hold
2014 Q1	$96K	Hold
2013 Q4	$105K	Sell
2013 Q3	$107K	Hold
2013 Q2	$102K	Buy