WBH Advisory’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-5,225
| Closed | -$213 | – | 204 |
|
|
2015
Q1 | $213 | Hold |
5,225
| – | – | 0.06% | 201 |
|
|
2014
Q4 | $219K | Sell |
5,225
-750
| -13% | -$31.4K | 0.08% | 189 |
|
|
2014
Q3 | $248K | Sell |
5,975
-200
| -3% | -$8.3K | 0.09% | 178 |
|
|
2014
Q2 | $271K | Sell |
6,175
-200
| -3% | -$8.78K | 0.1% | 171 |
|
|
2014
Q1 | $280K | Hold |
6,375
| – | – | 0.11% | 166 |
|
|
2013
Q4 | $307K | Buy |
6,375
+100
| +2% | +$4.82K | 0.12% | 160 |
|
|
2013
Q3 | $293K | Hold |
6,275
| – | – | 0.13% | 153 |
|
|
2013
Q2 | $278K | Buy |
+6,275
| New | +$278K | 0.13% | 155 |
|