Glassman Wealth Services’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-286
| Closed | -$19.9K | – | 1063 |
|
|
2023
Q4 | $19.9K | Hold |
286
| – | – | ﹤0.01% | 690 |
|
|
2023
Q3 | $18.1K | Hold |
286
| – | – | ﹤0.01% | 678 |
|
|
2023
Q2 | $17K | Buy |
286
+56
| +24% | +$3.24K | ﹤0.01% | 667 |
|
|
2023
Q1 | $13.3K | Sell |
230
-12
| -5% | -$711 | ﹤0.01% | 733 |
|
|
2022
Q4 | $14.1K | Sell |
242
-43
| -15% | -$2.4K | ﹤0.01% | 746 |
|
|
2022
Q3 | $14K | Sell |
285
-41
| -13% | -$2.3K | ﹤0.01% | 711 |
|
|
2022
Q2 | $19K | Buy |
326
+103
| +46% | +$6.48K | ﹤0.01% | 641 |
|
|
2022
Q1 | $14K | Buy |
223
+19
| +9% | +$1.17K | ﹤0.01% | 743 |
|
|
2021
Q4 | $12K | Buy |
204
+87
| +74% | +$4.94K | ﹤0.01% | 734 |
|
|
2021
Q3 | $6K | Buy |
117
+40
| +52% | +$2.17K | ﹤0.01% | 914 |
|
|
2021
Q2 | $4K | Buy |
77
+31
| +67% | +$1.74K | ﹤0.01% | 987 |
|
|
2021
Q1 | $2K | Sell |
46
-8
| -15% | -$390 | ﹤0.01% | 1105 |
|
|
2020
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 1082 |
|
|
2020
Q3 | $2K | Buy |
54
+11
| +26% | +$395 | ﹤0.01% | 1013 |
|
|
2020
Q2 | $1K | Buy |
43
+2
| +5% | +$67 | ﹤0.01% | 1054 |
|
|
2020
Q1 | $1K | Sell |
41
-182
| -82% | -$8.58K | ﹤0.01% | 912 |
|
|
2019
Q4 | $12K | Buy |
223
+7
| +3% | +$353 | ﹤0.01% | 453 |
|
|
2019
Q3 | $11K | Sell |
216
-7
| -3% | -$361 | ﹤0.01% | 433 |
|
|
2019
Q2 | $12K | Sell |
223
-293
| -57% | -$15K | ﹤0.01% | 435 |
|
|
2019
Q1 | $25K | Buy |
516
+333
| +182% | +$15.7K | 0.01% | 322 |
|
|
2018
Q4 | $8K | Hold |
183
| – | – | ﹤0.01% | 390 |
|
|
2018
Q3 | $9K | Sell |
183
-10
| -5% | -$501 | ﹤0.01% | 407 |
|
|
2018
Q2 | $9K | Sell |
193
-13
| -6% | -$654 | ﹤0.01% | 380 |
|
|
2018
Q1 | $10K | Hold |
206
| – | – | 0.01% | 354 |
|
|
2017
Q4 | $10K | Buy |
206
+61
| +42% | +$3.01K | 0.01% | 331 |
|
|
2017
Q3 | $7K | Hold |
145
| – | – | ﹤0.01% | 329 |
|
|
2017
Q2 | $7K | Hold |
145
| – | – | ﹤0.01% | 332 |
|
|
2017
Q1 | $7K | Hold |
145
| – | – | ﹤0.01% | 378 |
|
|
2016
Q4 | $7K | Hold |
145
| – | – | 0.01% | 407 |
|
|
2016
Q3 | $6K | Buy |
+145
| New | +$5.95K | 0.01% | 345 |
|
Other funds holding L
