YHB Investment Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-11,904
| Closed | -$489K | – | 169 |
|
|
2016
Q2 | $489K | Buy |
+11,904
| New | +$489K | 0.11% | 118 |
|
|
2016
Q1 | – | Sell |
-13,104
| Closed | -$503K | – | 156 |
|
|
2015
Q4 | $503K | Hold |
13,104
| – | – | 0.11% | 119 |
|
|
2015
Q3 | $474K | Sell |
13,104
-734
| -5% | -$26.6K | 0.11% | 123 |
|
|
2015
Q2 | $533K | Sell |
13,838
-8,463
| -38% | -$326K | 0.12% | 122 |
|
|
2015
Q1 | $911K | Sell |
22,301
-1,920
| -8% | -$78.4K | 0.2% | 103 |
|
|
2014
Q4 | $1.02M | Sell |
24,221
-5,580
| -19% | -$235K | 0.23% | 103 |
|
|
2014
Q3 | $1.24M | Sell |
29,801
-2,055
| -6% | -$85.6K | 0.3% | 88 |
|
|
2014
Q2 | $1.4M | Sell |
31,856
-13,819
| -30% | -$608K | 0.34% | 83 |
|
|
2014
Q1 | $2.01M | Buy |
45,675
+4,775
| +12% | +$210K | 0.51% | 68 |
|
|
2013
Q4 | $1.97M | Hold |
40,900
| – | – | 0.53% | 66 |
|
|
2013
Q3 | $1.91M | Buy |
40,900
+3,800
| +10% | +$178K | 0.57% | 59 |
|
|
2013
Q2 | $1.65M | Buy |
+37,100
| New | +$1.65M | 0.51% | 63 |
|