McElhenny Sheffield Capital Management’s Loews L Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-13,461
Closed -$785K 374
2022
Q4
$785K Sell
13,461
-2,776
-17% -$162K 0.36% 38
2022
Q3
$809K Buy
16,237
+1,301
+9% +$64.8K 0.62% 32
2022
Q2
$885K Buy
+14,936
New +$885K 0.41% 30