LFA
Legacy Financial Advisors’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,556
| Closed | -$431K | – | 137 |
|
|
2020
Q2 | $431K | Sell |
12,556
-5,635
| -31% | -$193K | 0.15% | 36 |
|
|
2020
Q1 | $631K | Sell |
18,191
-4,175
| -19% | -$145K | 0.23% | 35 |
|
|
2019
Q4 | $1.17M | Buy |
22,366
+60
| +0.3% | +$3.15K | 0.37% | 25 |
|
|
2019
Q3 | $1.15M | Buy |
22,306
+4,515
| +25% | +$232K | 0.38% | 24 |
|
|
2019
Q2 | $973K | Sell |
17,791
-460
| -3% | -$25.2K | 0.34% | 30 |
|
|
2019
Q1 | $875K | Buy |
18,251
+610
| +3% | +$29.2K | 0.3% | 34 |
|
|
2018
Q4 | $803K | Sell |
17,641
-861
| -5% | -$39.2K | 0.31% | 35 |
|
|
2018
Q3 | $929K | Buy |
18,502
+5,860
| +46% | +$294K | 0.34% | 33 |
|
|
2018
Q2 | $626K | Buy |
12,642
+40
| +0.3% | +$1.98K | 0.24% | 36 |
|
|
2018
Q1 | $635K | Sell |
12,602
-398
| -3% | -$20.1K | 0.25% | 39 |
|
|
2017
Q4 | $650K | Buy |
+13,000
| New | +$650K | 0.27% | 34 |
|