Point View Wealth Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $280K | Sell |
6,218
-196
| -3% | -$8.83K | 0.11% | 212 |
|
|
2020
Q3 | $223K | Buy |
+6,414
| New | +$223K | 0.11% | 229 |
|
|
2020
Q1 | – | Sell |
-5,841
| Closed | -$307K | – | 265 |
|
|
2019
Q4 | $307K | Hold |
5,841
| – | – | 0.13% | 201 |
|
|
2019
Q3 | $301K | Sell |
5,841
-639
| -10% | -$32.9K | 0.14% | 198 |
|
|
2019
Q2 | $354K | Sell |
6,480
-74
| -1% | -$4.04K | 0.15% | 177 |
|
|
2019
Q1 | $314K | Sell |
6,554
-300
| -4% | -$14.4K | 0.14% | 185 |
|
|
2018
Q4 | $312K | Hold |
6,854
| – | – | 0.16% | 176 |
|
|
2018
Q3 | $344K | Hold |
6,854
| – | – | 0.15% | 176 |
|
|
2018
Q2 | $331K | Sell |
6,854
-244
| -3% | -$11.8K | 0.15% | 181 |
|
|
2018
Q1 | $353K | Sell |
7,098
-1,441
| -17% | -$71.7K | 0.17% | 171 |
|
|
2017
Q4 | $427K | Sell |
8,539
-478
| -5% | -$23.9K | 0.2% | 150 |
|
|
2017
Q3 | $432K | Sell |
9,017
-2,055
| -19% | -$98.5K | 0.21% | 153 |
|
|
2017
Q2 | $518K | Hold |
11,072
| – | – | 0.26% | 138 |
|
|
2017
Q1 | $518K | Buy |
11,072
+1,854
| +20% | +$86.7K | 0.27% | 133 |
|
|
2016
Q4 | $432K | Sell |
9,218
-1,501
| -14% | -$70.3K | 0.25% | 141 |
|
|
2016
Q3 | $441K | Hold |
10,719
| – | – | 0.26% | 133 |
|
|
2016
Q2 | $440K | Buy |
10,719
+42
| +0.4% | +$1.72K | 0.27% | 127 |
|
|
2016
Q1 | $409K | Buy |
10,677
+100
| +0.9% | +$3.83K | 0.26% | 124 |
|
|
2015
Q4 | $406K | Sell |
10,577
-91
| -0.9% | -$3.49K | 0.29% | 118 |
|
|
2015
Q3 | $386K | Sell |
10,668
-90
| -0.8% | -$3.26K | 0.31% | 110 |
|
|
2015
Q2 | $414K | Buy |
10,758
+49
| +0.5% | +$1.89K | 0.32% | 110 |
|
|
2015
Q1 | $437K | Sell |
10,709
-1,907
| -15% | -$77.8K | 0.34% | 107 |
|
|
2014
Q4 | $530K | Sell |
12,616
-1,214
| -9% | -$51K | 0.39% | 86 |
|
|
2014
Q3 | $576K | Sell |
13,830
-226
| -2% | -$9.41K | 0.49% | 73 |
|
|
2014
Q2 | $619K | Sell |
14,056
-69
| -0.5% | -$3.04K | 0.54% | 66 |
|
|
2014
Q1 | $622K | Hold |
14,125
| – | – | 0.57% | 64 |
|
|
2013
Q4 | $681K | Buy |
+14,125
| New | +$681K | 0.65% | 52 |
|