TrueWealth LLC’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-135
| Closed | -$7K | – | 759 |
|
|
2019
Q4 | $7K | Hold |
135
| – | – | ﹤0.01% | 521 |
|
|
2019
Q3 | $7K | Hold |
135
| – | – | ﹤0.01% | 509 |
|
|
2019
Q2 | $7K | Hold |
135
| – | – | ﹤0.01% | 516 |
|
|
2019
Q1 | $6K | Hold |
135
| – | – | ﹤0.01% | 542 |
|
|
2018
Q4 | $6K | Sell |
135
-174
| -56% | -$7.73K | ﹤0.01% | 519 |
|
|
2018
Q3 | $16K | Hold |
309
| – | – | 0.01% | 413 |
|
|
2018
Q2 | $15K | Hold |
309
| – | – | 0.01% | 422 |
|
|
2018
Q1 | $15K | Sell |
309
-67
| -18% | -$3.25K | 0.01% | 395 |
|
|
2017
Q4 | $19K | Buy |
+376
| New | +$19K | 0.01% | 402 |
|