Mount Yale Investment Advisors’s Loews L Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.9K Buy
+293
New +$26.9K ﹤0.01% 980
2018
Q4
Sell
-454
Closed -$23K 551
2018
Q3
$23K Sell
454
-75
-14% -$3.8K ﹤0.01% 752
2018
Q2
$26K Hold
529
﹤0.01% 741
2018
Q1
$26K Buy
+529
New +$26K 0.01% 724