Optimal Asset Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $588K | Hold |
10,910
| – | – | 0.07% | 290 |
|
|
2021
Q2 | $596K | Hold |
10,910
| – | – | 0.07% | 301 |
|
|
2021
Q1 | $559K | Sell |
10,910
-7,200
| -40% | -$369K | 0.07% | 298 |
|
|
2020
Q4 | $815K | Hold |
18,110
| – | – | 0.12% | 271 |
|
|
2020
Q3 | $629K | Buy |
18,110
+4,583
| +34% | +$159K | 0.09% | 311 |
|
|
2020
Q2 | $464K | Sell |
13,527
-18,981
| -58% | -$651K | 0.08% | 336 |
|
|
2020
Q1 | $1.13K | Buy |
32,508
+16,408
| +102% | +$571 | 0.11% | 273 |
|
|
2019
Q4 | $845K | Buy |
+16,100
| New | +$845K | 0.13% | 260 |
|