Old North State Trust’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 |
-9,673
| Closed | -$564K | – | 457 |
|
|
2022
Q4 | $564K | Buy |
+9,673
| New | +$564K | 0.37% | 52 |
|
|
2019
Q2 | – | Sell |
-9,673
| Closed | -$463K | – | 362 |
|
|
2019
Q1 | $463K | Buy |
9,673
+9,050
| +1,453% | +$433K | 0.32% | 67 |
|
|
2018
Q4 | $28K | Hold |
623
| – | – | 0.03% | 248 |
|
|
2018
Q3 | $31K | Buy |
+623
| New | +$31K | 0.03% | 242 |
|