TCI Wealth Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-489
| Closed | -$28.4K | – | 1285 |
|
|
2023
Q1 | $28.4K | Buy |
489
+254
| +108% | +$15.1K | ﹤0.01% | 579 |
|
|
2022
Q4 | $13.7K | Sell |
235
-28
| -11% | -$1.56K | ﹤0.01% | 873 |
|
|
2022
Q3 | $13K | Sell |
263
-321
| -55% | -$18K | ﹤0.01% | 869 |
|
|
2022
Q2 | $35K | Buy |
584
+332
| +132% | +$20.9K | 0.01% | 464 |
|
|
2022
Q1 | $16K | Hold |
252
| – | – | ﹤0.01% | 799 |
|
|
2021
Q4 | $15K | Buy |
252
+29
| +13% | +$1.65K | ﹤0.01% | 871 |
|
|
2021
Q3 | $12K | Buy |
223
+51
| +30% | +$2.77K | ﹤0.01% | 983 |
|
|
2021
Q2 | $9K | Hold |
172
| – | – | ﹤0.01% | 1041 |
|
|
2021
Q1 | $9K | Buy |
+172
| New | +$8.38K | ﹤0.01% | 914 |
|
|
2020
Q3 | – | Sell |
-13
| Closed | – | – | 1592 |
|
|
2020
Q2 | $0 | Buy |
13
+10
| +333% | +$337 | ﹤0.01% | 1567 |
|
|
2020
Q1 | $0 | Sell |
3
-597
| -100% | -$28.1K | ﹤0.01% | 1636 |
|
|
2019
Q4 | $31K | Buy |
600
+300
| +100% | +$15.1K | 0.01% | 471 |
|
|
2019
Q3 | $15K | Hold |
300
| – | – | 0.01% | 544 |
|
|
2019
Q2 | $16K | Hold |
300
| – | – | 0.01% | 517 |
|
|
2019
Q1 | $14K | Sell |
300
-10
| -3% | -$472 | 0.01% | 568 |
|
|
2018
Q4 | $14K | Buy |
310
+5
| +2% | +$236 | 0.01% | 546 |
|
|
2018
Q3 | $15K | Buy |
305
+5
| +2% | +$251 | 0.01% | 563 |
|
|
2018
Q2 | $14K | Hold |
300
| – | – | 0.01% | 570 |
|
|
2018
Q1 | $15K | Hold |
300
| – | – | 0.01% | 543 |
|
|
2017
Q4 | $15K | Hold |
300
| – | – | 0.01% | 550 |
|
|
2017
Q3 | $14K | Hold |
300
| – | – | 0.01% | 530 |
|
|
2017
Q2 | $14K | Sell |
300
-20
| -6% | -$937 | 0.01% | 528 |
|
|
2017
Q1 | $15K | Hold |
320
| – | – | 0.01% | 496 |
|
|
2016
Q4 | $15K | Hold |
320
| – | – | 0.01% | 544 |
|
|
2016
Q3 | $13K | Sell |
320
-30
| -9% | -$1.23K | 0.01% | 518 |
|
|
2016
Q2 | $14K | Hold |
350
| – | – | 0.01% | 491 |
|
|
2016
Q1 | $13K | Hold |
350
| – | – | 0.01% | 520 |
|
|
2015
Q4 | $13K | Hold |
350
| – | – | 0.01% | 515 |
|
|
2015
Q3 | $13K | Buy |
350
+3
| +0.9% | +$112 | 0.01% | 461 |
|
|
2015
Q2 | $13K | Sell |
347
-3
| -0.9% | -$122 | 0.01% | 475 |
|
|
2015
Q1 | $14K | Buy |
+350
| New | +$14.2K | 0.01% | 403 |
|
|
2014
Q4 | – | Sell |
-350
| Closed | -$15K | – | 911 |
|
|
2014
Q3 | $15K | Buy |
350
+10
| +3% | +$430 | 0.01% | 376 |
|
|
2014
Q2 | $15K | Hold |
340
| – | – | 0.01% | 390 |
|
|
2014
Q1 | $15K | Hold |
340
| – | – | 0.01% | 360 |
|
|
2013
Q4 | $16K | Sell |
340
-14
| -4% | -$669 | 0.01% | 358 |
|
|
2013
Q3 | $0 | Buy |
+354
| New | +$16.3K | ﹤0.01% | 815 |
|
Other funds holding L
