Summit Trail Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,038
| Closed | -$477K | – | 599 |
|
|
2024
Q3 | $477K | Buy |
6,038
+153
| +3% | +$12.1K | 0.01% | 404 |
|
|
2024
Q2 | $440K | Buy |
5,885
+326
| +6% | +$24.4K | 0.01% | 397 |
|
|
2024
Q1 | $435K | Buy |
5,559
+682
| +14% | +$53.4K | 0.01% | 366 |
|
|
2023
Q4 | $339K | Buy |
+4,877
| New | +$339K | 0.01% | 373 |
|
|
2018
Q1 | – | Sell |
-3,174
| Closed | -$164K | – | 1109 |
|
|
2017
Q4 | $164K | Buy |
+3,174
| New | +$164K | 0.02% | 495 |
|