Level Financial Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$69.6K | – | 180 |
|
|
2023
Q4 | $69.6K | Hold |
1,000
| – | – | 0.03% | 98 |
|
|
2023
Q3 | $63.3K | Hold |
1,000
| – | – | 0.04% | 99 |
|
|
2023
Q2 | $59.4K | Hold |
1,000
| – | – | 0.03% | 99 |
|
|
2023
Q1 | $58K | Hold |
1,000
| – | – | 0.03% | 93 |
|
|
2022
Q4 | $58K | Hold |
1,000
| – | – | 0.04% | 88 |
|
|
2022
Q3 | $50K | Hold |
1,000
| – | – | 0.04% | 94 |
|
|
2022
Q2 | $59K | Hold |
1,000
| – | – | 0.04% | 92 |
|
|
2022
Q1 | $65K | Hold |
1,000
| – | – | 0.05% | 75 |
|
|
2021
Q4 | $58K | Buy |
+1,000
| New | +$58K | 0.04% | 85 |
|