Integrated Wealth Concepts’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,575
| Closed | -$329K | – | 1957 |
|
|
2025
Q1 | $329K | Buy |
3,575
+658
| +23% | +$60.5K | ﹤0.01% | 1359 |
|
|
2024
Q4 | $247K | Sell |
2,917
-197
| -6% | -$16.7K | ﹤0.01% | 1489 |
|
|
2024
Q3 | $246K | Buy |
3,114
+411
| +15% | +$32.5K | ﹤0.01% | 1459 |
|
|
2024
Q2 | $202K | Buy |
+2,703
| New | +$202K | ﹤0.01% | 1524 |
|