SVB Wealth’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,898
| Closed | -$217K | – | 344 |
|
|
2024
Q2 | $217K | Sell |
2,898
-595
| -17% | -$44.5K | 0.01% | 656 |
|
|
2024
Q1 | $273K | Sell |
3,493
-390
| -10% | -$30.5K | 0.01% | 663 |
|
|
2023
Q4 | $270K | Sell |
3,883
-356
| -8% | -$24.8K | 0.01% | 658 |
|
|
2023
Q3 | $268K | Buy |
4,239
+81
| +2% | +$5.13K | 0.01% | 650 |
|
|
2023
Q2 | $247K | Sell |
4,158
-210
| -5% | -$12.5K | ﹤0.01% | 744 |
|
|
2023
Q1 | $253K | Buy |
4,368
+731
| +20% | +$42.4K | ﹤0.01% | 797 |
|
|
2022
Q4 | $212K | Buy |
+3,637
| New | +$212K | ﹤0.01% | 890 |
|