U.S. Capital Wealth Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,435
| Closed | -$309K | – | 690 |
|
|
2023
Q4 | $309K | Sell |
4,435
-68
| -2% | -$4.73K | 0.01% | 546 |
|
|
2023
Q3 | $285K | Sell |
4,503
-282
| -6% | -$17.9K | 0.01% | 528 |
|
|
2023
Q2 | $284K | Sell |
4,785
-172
| -3% | -$10.2K | 0.01% | 547 |
|
|
2023
Q1 | $288K | Sell |
4,957
-417
| -8% | -$24.2K | 0.01% | 550 |
|
|
2022
Q4 | $313K | Sell |
5,374
-343
| -6% | -$20K | 0.01% | 525 |
|
|
2022
Q3 | $285K | Sell |
5,717
-221
| -4% | -$11K | 0.01% | 528 |
|
|
2022
Q2 | $352K | Sell |
5,938
-453
| -7% | -$26.9K | 0.02% | 530 |
|
|
2022
Q1 | $414K | Sell |
6,391
-1,966
| -24% | -$127K | 0.02% | 545 |
|
|
2021
Q4 | $483K | Buy |
8,357
+1,666
| +25% | +$96.3K | 0.02% | 519 |
|
|
2021
Q3 | $361K | Buy |
+6,691
| New | +$361K | 0.02% | 572 |
|