Financial Architects (New Jersey)’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-645
| Closed | -$22K | – | 537 |
|
|
2020
Q2 | $22K | Hold |
645
| – | – | 0.01% | 535 |
|
|
2020
Q1 | $22K | Hold |
645
| – | – | 0.01% | 494 |
|
|
2019
Q4 | $34K | Hold |
645
| – | – | 0.01% | 481 |
|
|
2019
Q3 | $33K | Hold |
645
| – | – | 0.01% | 496 |
|
|
2019
Q2 | $35K | Sell |
645
-1,431
| -69% | -$77.7K | 0.01% | 508 |
|
|
2019
Q1 | $100K | Buy |
2,076
+82
| +4% | +$3.95K | 0.02% | 409 |
|
|
2018
Q4 | $90K | Sell |
1,994
-500
| -20% | -$22.6K | 0.02% | 391 |
|
|
2018
Q3 | $126K | Sell |
2,494
-31
| -1% | -$1.57K | 0.02% | 359 |
|
|
2018
Q2 | $122K | Sell |
2,525
-199
| -7% | -$9.62K | 0.02% | 374 |
|
|
2018
Q1 | $135K | Sell |
2,724
-89
| -3% | -$4.41K | 0.03% | 349 |
|
|
2017
Q4 | $140K | Hold |
2,813
| – | – | 0.02% | 369 |
|
|
2017
Q3 | $135K | Buy |
2,813
+468
| +20% | +$22.5K | 0.02% | 393 |
|
|
2017
Q2 | $110K | Buy |
2,345
+366
| +18% | +$17.2K | 0.02% | 420 |
|
|
2017
Q1 | $92K | Sell |
1,979
-184
| -9% | -$8.55K | 0.02% | 454 |
|
|
2016
Q4 | $101K | Buy |
2,163
+92
| +4% | +$4.3K | 0.02% | 393 |
|
|
2016
Q3 | $86K | Sell |
2,071
-550
| -21% | -$22.8K | 0.02% | 420 |
|
|
2016
Q2 | $108K | Buy |
2,621
+1,426
| +119% | +$58.8K | 0.03% | 352 |
|
|
2016
Q1 | $46K | Buy |
+1,195
| New | +$46K | 0.02% | 412 |
|
|
2015
Q3 | – | Sell |
-5,345
| Closed | -$206K | – | 578 |
|
|
2015
Q2 | $206K | Sell |
5,345
-301
| -5% | -$11.6K | 0.07% | 189 |
|
|
2015
Q1 | $231K | Sell |
5,646
-105
| -2% | -$4.3K | 0.09% | 172 |
|
|
2014
Q4 | $242K | Sell |
5,751
-5,756
| -50% | -$242K | 0.11% | 147 |
|
|
2014
Q3 | $479K | Sell |
11,507
-2,687
| -19% | -$112K | 0.23% | 96 |
|
|
2014
Q2 | $625K | Sell |
14,194
-299
| -2% | -$13.2K | 0.3% | 76 |
|
|
2014
Q1 | $638K | Sell |
14,493
-4,750
| -25% | -$209K | 0.38% | 66 |
|
|
2013
Q4 | $928K | Buy |
19,243
+671
| +4% | +$32.4K | 0.54% | 48 |
|
|
2013
Q3 | $866K | Buy |
18,572
+1,826
| +11% | +$85.1K | 0.56% | 41 |
|
|
2013
Q2 | $742K | Buy |
+16,746
| New | +$742K | 0.55% | 43 |
|