Valeo Financial Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-249
| Closed | -$13K | – | 1138 |
|
|
2021
Q1 | $13K | Hold |
249
| – | – | ﹤0.01% | 1217 |
|
|
2020
Q4 | $11K | Hold |
249
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q3 | $9K | Sell |
249
-212
| -46% | -$7.66K | ﹤0.01% | 1065 |
|
|
2020
Q2 | $16K | Buy |
461
+26
| +6% | +$902 | ﹤0.01% | 1070 |
|
|
2020
Q1 | $17K | Buy |
435
+24
| +6% | +$938 | ﹤0.01% | 899 |
|
|
2019
Q4 | $22K | Hold |
411
| – | – | ﹤0.01% | 888 |
|
|
2019
Q3 | $21K | Sell |
411
-550
| -57% | -$28.1K | ﹤0.01% | 822 |
|
|
2019
Q2 | $53K | Hold |
961
| – | – | 0.01% | 576 |
|
|
2019
Q1 | $46K | Buy |
961
+8
| +0.8% | +$383 | 0.01% | 576 |
|
|
2018
Q4 | $43K | Sell |
953
-33
| -3% | -$1.49K | 0.01% | 526 |
|
|
2018
Q3 | $46K | Buy |
986
+500
| +103% | +$23.3K | 0.01% | 557 |
|
|
2018
Q2 | $24K | Sell |
486
-220
| -31% | -$10.9K | ﹤0.01% | 705 |
|
|
2018
Q1 | $35K | Sell |
706
-40
| -5% | -$1.98K | 0.01% | 567 |
|
|
2017
Q4 | $37K | Buy |
746
+77
| +12% | +$3.82K | 0.01% | 533 |
|
|
2017
Q3 | $32K | Buy |
+669
| New | +$32K | 0.01% | 479 |
|