One Wealth Advisors’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 |
-5,492
| Closed | -$320K | – | 423 |
|
|
2022
Q4 | $320K | Hold |
5,492
| – | – | 0.07% | 137 |
|
|
2022
Q3 | $274K | Buy |
5,492
+252
| +5% | +$12.6K | 0.09% | 126 |
|
|
2022
Q2 | $311K | Buy |
5,240
+108
| +2% | +$6.41K | 0.08% | 129 |
|
|
2022
Q1 | $333K | Buy |
+5,132
| New | +$333K | 0.08% | 130 |
|