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Reilly Financial Advisors’s Loews L Stock Holding History

Reilly Financial Advisors’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,710
Closed -$88K – 1043
2021
Q1 		$88K Hold
1,710
– – 0.01% 278
2020
Q4 		$77K Hold
1,710
– – 0.01% 279
2020
Q3 		$59K Hold
1,710
– – 0.01% 280
2020
Q2 		$59K Hold
1,710
– – 0.01% 289
2020
Q1 		$60K Hold
1,710
– – 0.01% 268
2019
Q4 		$90K Sell
1,710
-200
-10% -$10.5K 0.01% 255
2019
Q3 		$98K Hold
1,910
– – 0.01% 253
2019
Q2 		$104K Hold
1,910
– – 0.01% 244
2019
Q1 		$92K Hold
1,910
– – 0.01% 245
2018
Q4 		$87K Buy
1,910
+200
+12% +$9.11K 0.01% 242
2018
Q3 		$86K Sell
1,710
-425
-20% -$21.4K 0.01% 264
2018
Q2 		$103K Buy
2,135
+1,710
+402% +$82.5K 0.01% 216
2018
Q1 		$21K Hold
425
– – ﹤0.01% 484
2017
Q4 		$21K Sell
425
-800
-65% -$39.5K ﹤0.01% 504
2017
Q3 		$59K Hold
1,225
– – 0.01% 282
2017
Q2 		$57K Sell
1,225
-350
-22% -$16.3K 0.01% 288
2017
Q1 		$74K Hold
1,575
– – 0.01% 237
2016
Q4 		$74K Buy
1,575
+350
+29% +$16.4K 0.01% 229
2016
Q3 		$50K Hold
1,225
– – 0.01% 266
2016
Q2 		$50K Hold
1,225
– – 0.01% 254
2016
Q1 		$47K Hold
1,225
– – 0.01% 290
2015
Q4 		$47K Hold
1,225
– – 0.01% 303
2015
Q3 		$44K Hold
1,225
– – 0.01% 409
2015
Q2 		$47K Hold
1,225
– – 0.01% 450
2015
Q1 		$50K Hold
1,225
– – 0.01% 419
2014
Q4 		$51K Hold
1,225
– – 0.01% 261
2014
Q3 		$51K Hold
1,225
– – 0.01% 254
2014
Q2 		$54K Hold
1,225
– – 0.01% 255
2014
Q1 		$54K Hold
1,225
– – 0.01% 260
2013
Q4 		$59K Hold
1,225
– – 0.01% 227
2013
Q3 		$58K Hold
1,225
– – 0.02% 199
2013
Q2 		$54K Buy
+1,225
New +$54K 0.02% 209