WFG Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-157
| Closed | -$7K | – | 1582 |
|
|
2016
Q4 | $7K | Buy |
+157
| New | +$7K | ﹤0.01% | 1197 |
|
|
2015
Q1 | – | Sell |
-61
| Closed | -$3K | – | 1916 |
|
|
2014
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 1769 |
|
|
2014
Q3 | $3K | Buy |
61
+32
| +110% | +$1.57K | ﹤0.01% | 1781 |
|
|
2014
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 1890 |
|
|
2014
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1885 |
|
|
2013
Q4 | – | Sell |
-49
| Closed | -$2K | – | 2271 |
|
|
2013
Q3 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 1938 |
|