MWM
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Mission Wealth Management’s Loews L Stock Holding History

Mission Wealth Management’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,542
Closed -$215K – 645
2024
Q4 		$215K Buy
2,542
+8
+0.3% +$678 0.01% 588
2024
Q3 		$200K Buy
+2,534
New +$200K ﹤0.01% 612