Financial Architects (New Jersey)’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-645
| Closed | -$22K | – | 538 |
|
|
2020
Q2 | $22K | Hold |
645
| – | – | 0.01% | 536 |
|
|
2020
Q1 | $22K | Hold |
645
| – | – | 0.01% | 495 |
|
|
2019
Q4 | $34K | Hold |
645
| – | – | 0.01% | 481 |
|
|
2019
Q3 | $33K | Hold |
645
| – | – | 0.01% | 505 |
|
|
2019
Q2 | $35K | Sell |
645
-1,431
| -69% | -$73.4K | 0.01% | 583 |
|
|
2019
Q1 | $100K | Buy |
2,076
+82
| +4% | +$3.87K | 0.02% | 448 |
|
|
2018
Q4 | $90K | Sell |
1,994
-500
| -20% | -$23.6K | 0.02% | 425 |
|
|
2018
Q3 | $126K | Sell |
2,494
-31
| -1% | -$1.55K | 0.02% | 406 |
|
|
2018
Q2 | $122K | Sell |
2,525
-199
| -7% | -$10K | 0.02% | 374 |
|
|
2018
Q1 | $135K | Sell |
2,724
-89
| -3% | -$4.5K | 0.03% | 387 |
|
|
2017
Q4 | $140K | Hold |
2,813
| – | – | 0.02% | 413 |
|
|
2017
Q3 | $135K | Buy |
2,813
+468
| +20% | +$22.3K | 0.02% | 430 |
|
|
2017
Q2 | $110K | Buy |
2,345
+366
| +18% | +$17.1K | 0.02% | 467 |
|
|
2017
Q1 | $92K | Sell |
1,979
-184
| -9% | -$8.6K | 0.02% | 492 |
|
|
2016
Q4 | $101K | Buy |
2,163
+92
| +4% | +$4.04K | 0.02% | 395 |
|
|
2016
Q3 | $86K | Sell |
2,071
-550
| -21% | -$22.6K | 0.02% | 423 |
|
|
2016
Q2 | $108K | Buy |
2,621
+1,426
| +119% | +$56.6K | 0.03% | 353 |
|
|
2016
Q1 | $46K | Buy |
+1,195
| New | +$44K | 0.02% | 416 |
|
|
2015
Q3 | – | Sell |
-5,345
| Closed | -$206K | – | 599 |
|
|
2015
Q2 | $206K | Sell |
5,345
-301
| -5% | -$12.2K | 0.07% | 190 |
|
|
2015
Q1 | $231K | Sell |
5,646
-105
| -2% | -$4.25K | 0.09% | 172 |
|
|
2014
Q4 | $242K | Sell |
5,751
-5,756
| -50% | -$241K | 0.11% | 147 |
|
|
2014
Q3 | $479K | Sell |
11,507
-2,687
| -19% | -$116K | 0.24% | 96 |
|
|
2014
Q2 | $625K | Sell |
14,194
-299
| -2% | -$13.1K | 0.3% | 76 |
|
|
2014
Q1 | $638K | Sell |
14,493
-4,750
| -25% | -$213K | 0.38% | 66 |
|
|
2013
Q4 | $928K | Buy |
19,243
+671
| +4% | +$32.1K | 0.54% | 48 |
|
|
2013
Q3 | $866K | Buy |
18,572
+1,826
| +11% | +$84K | 0.56% | 41 |
|
|
2013
Q2 | $742K | Buy |
+16,746
| New | +$750K | 0.55% | 43 |
|
Other funds holding L
