Concord Wealth Partners’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,085
| Closed | -$64K | – | 689 |
|
|
2022
Q2 | $64K | Sell |
1,085
-119
| -10% | -$7.02K | 0.02% | 326 |
|
|
2022
Q1 | $78K | Buy |
1,204
+124
| +11% | +$8.03K | 0.02% | 340 |
|
|
2021
Q4 | $62K | Buy |
1,080
+947
| +712% | +$54.4K | 0.02% | 414 |
|
|
2021
Q3 | $7K | Sell |
133
-915
| -87% | -$48.2K | ﹤0.01% | 530 |
|
|
2021
Q2 | $57K | Buy |
1,048
+198
| +23% | +$10.8K | 0.02% | 333 |
|
|
2021
Q1 | $44K | Buy |
+850
| New | +$44K | 0.01% | 358 |
|