YorkBridge Wealth Partners’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-900
| Closed | -$49K | – | 442 |
|
|
2019
Q2 | $49K | Hold |
900
| – | – | 0.02% | 370 |
|
|
2019
Q1 | $43K | Hold |
900
| – | – | 0.02% | 373 |
|
|
2018
Q4 | $41K | Hold |
900
| – | – | 0.02% | 349 |
|
|
2018
Q3 | $45K | Hold |
900
| – | – | 0.02% | 367 |
|
|
2018
Q2 | $43K | Hold |
900
| – | – | 0.02% | 378 |
|
|
2018
Q1 | $45K | Hold |
900
| – | – | 0.02% | 380 |
|
|
2017
Q4 | $43K | Buy |
+900
| New | +$43K | 0.02% | 388 |
|
|
2017
Q1 | – | Sell |
-900
| Closed | -$40K | – | 901 |
|
|
2016
Q4 | $40K | Buy |
+900
| New | +$40K | 0.02% | 385 |
|