Wealthfront’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $727K | Sell |
14,465
-1,109
| -7% | -$55.7K | 0.01% | 323 |
|
|
2018
Q2 | $752K | Buy |
15,574
+1,803
| +13% | +$87.1K | 0.01% | 311 |
|
|
2018
Q1 | $685K | Buy |
13,771
+1,669
| +14% | +$83K | 0.01% | 337 |
|
|
2017
Q4 | $605K | Buy |
12,102
+2,296
| +23% | +$115K | 0.01% | 320 |
|
|
2017
Q3 | $469K | Buy |
9,806
+2,612
| +36% | +$125K | 0.01% | 342 |
|
|
2017
Q2 | $337K | Buy |
+7,194
| New | +$337K | 0.01% | 359 |
|
|
2015
Q4 | – | Sell |
-3,251
| Closed | -$117K | – | 702 |
|
|
2015
Q3 | $117K | Buy |
3,251
+644
| +25% | +$23.2K | ﹤0.01% | 375 |
|
|
2015
Q2 | $100K | Sell |
2,607
-1,330
| -34% | -$51K | ﹤0.01% | 399 |
|
|
2015
Q1 | $161K | Buy |
3,937
+1,077
| +38% | +$44K | 0.01% | 288 |
|
|
2014
Q4 | $120K | Buy |
2,860
+2,034
| +246% | +$85.3K | 0.01% | 328 |
|
|
2014
Q3 | $34K | Sell |
826
-119
| -13% | -$4.9K | ﹤0.01% | 470 |
|
|
2014
Q2 | $42K | Buy |
945
+494
| +110% | +$22K | ﹤0.01% | 402 |
|
|
2014
Q1 | $20K | Buy |
+451
| New | +$20K | ﹤0.01% | 434 |
|