Valley Wealth Managers’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,895
| Closed | -$323K | – | 125 |
|
|
2017
Q2 | $323K | Sell |
6,895
-8,145
| -54% | -$382K | 0.04% | 106 |
|
|
2017
Q1 | $704K | Sell |
15,040
-4,400
| -23% | -$206K | 0.09% | 98 |
|
|
2016
Q4 | $910K | Hold |
19,440
| – | – | 0.13% | 87 |
|
|
2016
Q3 | $800K | Hold |
19,440
| – | – | 0.12% | 90 |
|
|
2016
Q2 | $798K | Buy |
19,440
+9,720
| +100% | +$399K | 0.12% | 89 |
|
|
2016
Q1 | $372K | Buy |
+9,720
| New | +$372K | 0.06% | 88 |
|