Plante Moran Financial 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 |
-1
| Closed | -$58 | – | 881 |
|
|
2022
Q4 | $58 | Buy |
+1
| New | +$58 | ﹤0.01% | 841 |
|
|
2022
Q2 | – | Sell |
-43
| Closed | -$3K | – | 1020 |
|
|
2022
Q1 | $3K | Sell |
43
-110
| -72% | -$7.67K | ﹤0.01% | 717 |
|
|
2021
Q4 | $9K | Buy |
153
+110
| +256% | +$6.47K | ﹤0.01% | 700 |
|
|
2021
Q3 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 868 |
|
|
2016
Q3 | – | Sell |
-1,500
| Closed | -$62K | – | 962 |
|
|
2016
Q2 | $62K | Hold |
1,500
| – | – | 0.04% | 253 |
|
|
2016
Q1 | $57K | Hold |
1,500
| – | – | 0.04% | 244 |
|
|
2015
Q4 | $58K | Hold |
1,500
| – | – | 0.04% | 252 |
|
|
2015
Q3 | $54K | Hold |
1,500
| – | – | 0.04% | 247 |
|
|
2015
Q2 | $58K | Sell |
1,500
-92
| -6% | -$3.56K | 0.04% | 268 |
|
|
2015
Q1 | $65K | Hold |
1,592
| – | – | 0.05% | 241 |
|
|
2014
Q4 | $67K | Hold |
1,592
| – | – | 0.05% | 233 |
|
|
2014
Q3 | $66K | Sell |
1,592
-5
| -0.3% | -$207 | 0.06% | 216 |
|
|
2014
Q2 | $70K | Buy |
1,597
+97
| +6% | +$4.25K | 0.06% | 186 |
|
|
2014
Q1 | $66K | Hold |
1,500
| – | – | 0.07% | 146 |
|
|
2013
Q4 | $72K | Hold |
1,500
| – | – | 0.04% | 182 |
|
|
2013
Q3 | $70K | Hold |
1,500
| – | – | 0.04% | 158 |
|
|
2013
Q2 | $67K | Buy |
+1,500
| New | +$67K | 0.05% | 139 |
|