SWA
SOA Wealth Advisors’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12
| Closed | -$939 | – | 889 |
|
|
2024
Q1 | $939 | Hold |
12
| – | – | ﹤0.01% | 770 |
|
|
2023
Q4 | $835 | Hold |
12
| – | – | ﹤0.01% | 768 |
|
|
2023
Q3 | $760 | Hold |
12
| – | – | ﹤0.01% | 794 |
|
|
2023
Q2 | $713 | Hold |
12
| – | – | ﹤0.01% | 806 |
|
|
2023
Q1 | $696 | Hold |
12
| – | – | ﹤0.01% | 823 |
|
|
2022
Q4 | $700 | Hold |
12
| – | – | ﹤0.01% | 826 |
|
|
2022
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 912 |
|
|
2022
Q2 | $0 | Sell |
12
-17
| -59% | – | ﹤0.01% | 929 |
|
|
2022
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 855 |
|
|
2021
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 830 |
|
|
2021
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 848 |
|
|
2021
Q2 | $1K | Buy |
29
+3
| +12% | +$103 | ﹤0.01% | 828 |
|
|
2021
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 776 |
|
|
2020
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 751 |
|