Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-34,971
Closed -$282K 3790
2024
Q3
$282K Sell
34,971
-19,606
-36% -$139K ﹤0.01% 3438
2024
Q2
$369K Sell
54,577
-199
-0.4% -$1.42K ﹤0.01% 3413
2024
Q1
$366K Sell
54,776
-769
-1% -$5.21K ﹤0.01% 3460
2023
Q4
$394K Sell
55,545
-20,533
-27% -$131K ﹤0.01% 3331
2023
Q3
$459K Sell
76,078
-22,621
-23% -$146K ﹤0.01% 3240
2023
Q2
$671K Sell
98,699
-27,573
-22% -$180K ﹤0.01% 3096
2023
Q1
$878K Buy
126,272
+821
+0.7% +$5.71K ﹤0.01% 2955
2022
Q4
$859K Sell
125,451
-10,068
-7% -$65.1K ﹤0.01% 3005
2022
Q3
$844K Buy
135,519
+12,554
+10% +$74.8K ﹤0.01% 2991
2022
Q2
$625K Sell
122,965
-3,083
-2% -$17.6K ﹤0.01% 3226
2022
Q1
$721K Buy
126,048
+3,094
+3% +$18.5K ﹤0.01% 3227
2021
Q4
$820K Buy
122,954
+24,617
+25% +$163K ﹤0.01% 3174
2021
Q3
$701K Buy
98,337
+18,411
+23% +$137K ﹤0.01% 3270
2021
Q2
$544K Buy
79,926
+26,268
+49% +$169K ﹤0.01% 3372
2021
Q1
$340K Buy
53,658
+42,518
+382% +$242K ﹤0.01% 3498
2020
Q4
$69K Buy
+11,140
New +$57.3K ﹤0.01% 3698
2020
Q3
Sell
-92,650
Closed -$394K 3667
2020
Q2
$394K Hold
92,650
﹤0.01% 3241
2020
Q1
$329K Sell
92,650
-90,963
-50% -$545K ﹤0.01% 3234
2019
Q4
$1.44M Buy
183,613
+5,301
+3% +$33.6K ﹤0.01% 2811
2019
Q3
$1.02M Sell
178,312
-1,196
-0.7% -$10.1K ﹤0.01% 2990
2019
Q2
$2.1M Buy
179,508
+167,599
+1,407% +$1.77M ﹤0.01% 2681
2019
Q1
$130K Sell
11,909
-19,966
-63% -$238K ﹤0.01% 3669
2018
Q4
$355K Buy
31,875
+17,665
+124% +$171K ﹤0.01% 3400
2018
Q3
$126K Buy
14,210
+403
+3% +$3.83K ﹤0.01% 3761
2018
Q2
$142K Buy
+13,807
New +$227K ﹤0.01% 3749

Other funds holding LOMA