King Wealth Management Group’s Loews L Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,869
| Closed | -$229K | – | 161 |
|
2022
Q2 | $229K | Hold |
3,869
| – | – | 0.05% | 140 |
|
2022
Q1 | $251K | Sell |
3,869
-1,250
| -24% | -$81.1K | 0.05% | 149 |
|
2021
Q4 | $296K | Hold |
5,119
| – | – | 0.05% | 140 |
|
2021
Q3 | $276K | Hold |
5,119
| – | – | 0.06% | 145 |
|
2021
Q2 | $280K | Hold |
5,119
| – | – | 0.06% | 143 |
|
2021
Q1 | $263K | Hold |
5,119
| – | – | 0.06% | 138 |
|
2020
Q4 | $230K | Sell |
5,119
-1,100
| -18% | -$49.4K | 0.05% | 141 |
|
2020
Q3 | $216K | Hold |
6,219
| – | – | 0.06% | 151 |
|
2020
Q2 | $213K | Sell |
6,219
-250
| -4% | -$8.56K | 0.06% | 142 |
|
2020
Q1 | $225K | Sell |
6,469
-1,200
| -16% | -$41.7K | 0.1% | 115 |
|
2019
Q4 | $403K | Hold |
7,669
| – | – | 0.11% | 89 |
|
2019
Q3 | $395K | Hold |
7,669
| – | – | 0.11% | 80 |
|
2019
Q2 | $419K | Hold |
7,669
| – | – | 0.13% | 77 |
|
2019
Q1 | $368K | Hold |
7,669
| – | – | 0.12% | 83 |
|
2018
Q4 | $349K | Sell |
7,669
-1,100
| -13% | -$50.1K | 0.13% | 79 |
|
2018
Q3 | $440K | Hold |
8,769
| – | – | 0.14% | 74 |
|
2018
Q2 | $423K | Hold |
8,769
| – | – | 0.14% | 73 |
|
2018
Q1 | $436K | Buy |
8,769
+250
| +3% | +$12.4K | 0.15% | 74 |
|
2017
Q4 | $426K | Hold |
8,519
| – | – | 0.15% | 74 |
|
2017
Q3 | $408K | Sell |
8,519
-2,100
| -20% | -$101K | 0.15% | 79 |
|
2017
Q2 | $497K | Hold |
10,619
| – | – | 0.2% | 67 |
|
2017
Q1 | $497K | Hold |
10,619
| – | – | 0.21% | 68 |
|
2016
Q4 | $497K | Hold |
10,619
| – | – | 0.22% | 63 |
|
2016
Q3 | $437K | Buy |
+10,619
| New | +$437K | 0.22% | 61 |
|
2015
Q3 | – | Sell |
-12,019
| Closed | -$463K | – | 118 |
|
2015
Q2 | $463K | Buy |
+12,019
| New | +$463K | 0.25% | 64 |
|
2015
Q1 | – | Sell |
-12,519
| Closed | -$526K | – | 109 |
|
2014
Q4 | $526K | Buy |
+12,519
| New | +$526K | 0.28% | 58 |
|