Sculati Wealth Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,180
| Closed | -$649K | – | 111 |
|
|
2023
Q1 | $649K | Hold |
11,180
| – | – | 0.34% | 70 |
|
|
2022
Q4 | $652K | Hold |
11,180
| – | – | 0.37% | 73 |
|
|
2022
Q3 | $557K | Sell |
11,180
-375
| -3% | -$18.7K | 0.33% | 77 |
|
|
2022
Q2 | $685K | Hold |
11,555
| – | – | 0.39% | 74 |
|
|
2022
Q1 | $749K | Sell |
11,555
-660
| -5% | -$42.8K | 0.37% | 73 |
|
|
2021
Q4 | $706K | Sell |
12,215
-342
| -3% | -$19.8K | 0.34% | 78 |
|
|
2021
Q3 | $677K | Sell |
12,557
-335
| -3% | -$18.1K | 0.36% | 78 |
|
|
2021
Q2 | $705K | Sell |
12,892
-410
| -3% | -$22.4K | 0.37% | 76 |
|
|
2021
Q1 | $682K | Sell |
13,302
-1,083
| -8% | -$55.5K | 0.39% | 72 |
|
|
2020
Q4 | $648K | Sell |
14,385
-65
| -0.4% | -$2.93K | 0.43% | 57 |
|
|
2020
Q3 | $502K | Buy |
14,450
+1,925
| +15% | +$66.9K | 0.38% | 61 |
|
|
2020
Q2 | $429K | Hold |
12,525
| – | – | 0.36% | 64 |
|
|
2020
Q1 | $436K | Buy |
12,525
+2,605
| +26% | +$90.7K | 0.48% | 55 |
|
|
2019
Q4 | $521K | Buy |
+9,920
| New | +$521K | 0.47% | 59 |
|