Wealthspire Advisors (Maryland)’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,351
| Closed | -$65K | – | 1315 |
|
|
2019
Q1 | $65K | Sell |
1,351
-35
| -3% | -$1.68K | ﹤0.01% | 795 |
|
|
2018
Q4 | $63K | Buy |
1,386
+100
| +8% | +$4.55K | 0.01% | 758 |
|
|
2018
Q3 | $65K | Sell |
1,286
-15
| -1% | -$758 | 0.01% | 869 |
|
|
2018
Q2 | $63K | Sell |
1,301
-22
| -2% | -$1.07K | 0.01% | 895 |
|
|
2018
Q1 | $66K | Buy |
1,323
+34
| +3% | +$1.7K | 0.01% | 880 |
|
|
2017
Q4 | $64K | Buy |
1,289
+9
| +0.7% | +$447 | 0.01% | 905 |
|
|
2017
Q3 | $61K | Buy |
1,280
+56
| +5% | +$2.67K | 0.01% | 892 |
|
|
2017
Q2 | $57K | Buy |
1,224
+240
| +24% | +$11.2K | 0.01% | 900 |
|
|
2017
Q1 | $46K | Buy |
984
+768
| +356% | +$35.9K | 0.01% | 826 |
|
|
2016
Q4 | $10K | Buy |
216
+30
| +16% | +$1.39K | ﹤0.01% | 1223 |
|
|
2016
Q3 | $8K | Sell |
186
-388
| -68% | -$16.7K | ﹤0.01% | 1293 |
|
|
2016
Q2 | $24K | Buy |
574
+1
| +0.2% | +$42 | ﹤0.01% | 940 |
|
|
2016
Q1 | $22K | Buy |
573
+437
| +321% | +$16.8K | ﹤0.01% | 945 |
|
|
2015
Q4 | $5K | Buy |
+136
| New | +$5K | ﹤0.01% | 1352 |
|