Constellation Wealth Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-41,362
| Closed | -$1.59M | – | 121 |
|
|
2015
Q2 | $1.59M | Sell |
41,362
-4,900
| -11% | -$189K | 0.13% | 112 |
|
|
2015
Q1 | $1.89M | Hold |
46,262
| – | – | 0.17% | 91 |
|
|
2014
Q4 | $1.94M | Sell |
46,262
-5,511
| -11% | -$232K | 0.16% | 83 |
|
|
2014
Q3 | $2.16M | Sell |
51,773
-15,700
| -23% | -$654K | 0.2% | 79 |
|
|
2014
Q2 | $2.97M | Sell |
67,473
-37,400
| -36% | -$1.65M | 0.33% | 65 |
|
|
2014
Q1 | $4.62M | Buy |
104,873
+1,500
| +1% | +$66.1K | 0.45% | 66 |
|
|
2013
Q4 | $4.99M | Hold |
103,373
| – | – | 0.48% | 54 |
|
|
2013
Q3 | $4.83M | Hold |
103,373
| – | – | 0.55% | 49 |
|
|
2013
Q2 | $4.59M | Buy |
+103,373
| New | +$4.59M | 0.55% | 50 |
|