Taylor Hoffman Wealth Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-600
| Closed | -$21K | – | 247 |
|
|
2020
Q2 | $21K | Buy |
+600
| New | +$21K | 0.01% | 256 |
|
|
2020
Q1 | – | Sell |
-6,898
| Closed | -$362K | – | 253 |
|
|
2019
Q4 | $362K | Sell |
6,898
-114
| -2% | -$5.98K | 0.23% | 91 |
|
|
2019
Q3 | $361K | Sell |
7,012
-1,019
| -13% | -$52.5K | 0.26% | 87 |
|
|
2019
Q2 | $439K | Sell |
8,031
-513
| -6% | -$28K | 0.35% | 72 |
|
|
2019
Q1 | $410K | Sell |
8,544
-2,256
| -21% | -$108K | 0.3% | 80 |
|
|
2018
Q4 | $492K | Buy |
10,800
+98
| +0.9% | +$4.46K | 0.44% | 59 |
|
|
2018
Q3 | $538K | Hold |
10,702
| – | – | 0.43% | 61 |
|
|
2018
Q2 | $517K | Buy |
10,702
+26
| +0.2% | +$1.26K | 0.45% | 62 |
|
|
2018
Q1 | $531K | Buy |
10,676
+301
| +3% | +$15K | 0.49% | 58 |
|
|
2017
Q4 | $519K | Buy |
+10,375
| New | +$519K | 0.5% | 59 |
|