Intercontinental Wealth Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $201K | Buy |
+3,388
| New | +$201K | 0.05% | 300 |
|
|
2023
Q1 | – | Sell |
-3,431
| Closed | -$200K | – | 310 |
|
|
2022
Q4 | $200K | Buy |
+3,431
| New | +$200K | 0.06% | 260 |
|
|
2022
Q3 | – | Sell |
-4,860
| Closed | -$288K | – | 276 |
|
|
2022
Q2 | $288K | Hold |
4,860
| – | – | 0.08% | 235 |
|
|
2022
Q1 | $315K | Hold |
4,860
| – | – | 0.07% | 234 |
|
|
2021
Q4 | $281K | Buy |
4,860
+68
| +1% | +$3.93K | 0.06% | 253 |
|
|
2021
Q3 | $258K | Sell |
4,792
-51
| -1% | -$2.75K | 0.06% | 250 |
|
|
2021
Q2 | $265K | Hold |
4,843
| – | – | 0.05% | 248 |
|
|
2021
Q1 | $248K | Buy |
4,843
+88
| +2% | +$4.51K | 0.05% | 239 |
|
|
2020
Q4 | $214K | Sell |
4,755
-1,119
| -19% | -$50.4K | 0.05% | 238 |
|
|
2020
Q3 | $204K | Sell |
5,874
-66
| -1% | -$2.29K | 0.06% | 191 |
|
|
2020
Q2 | $204K | Buy |
+5,940
| New | +$204K | 0.07% | 173 |
|