Heritage Trust’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-63
| Closed | -$3K | – | 311 |
|
|
2018
Q4 | $3K | Sell |
63
-62
| -50% | -$2.95K | ﹤0.01% | 383 |
|
|
2018
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 357 |
|
|
2018
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 337 |
|
|
2018
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 316 |
|
|
2017
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 309 |
|
|
2017
Q3 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 310 |
|