9258 Wealth Management’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $579K | Buy |
2,138
+300
| +16% | +$81.3K | 0.09% | 184 |
|
|
2024
Q2 | $405K | Sell |
1,838
-46
| -2% | -$10.1K | 0.06% | 225 |
|
|
2024
Q1 | $480K | Sell |
1,884
-503
| -21% | -$128K | 0.07% | 199 |
|
|
2023
Q4 | $531K | Buy |
2,387
+474
| +25% | +$105K | 0.09% | 176 |
|
|
2023
Q3 | $398K | Hold |
1,913
| – | – | 0.08% | 205 |
|
|
2023
Q2 | $432K | Buy |
1,913
+22
| +1% | +$4.97K | 0.08% | 198 |
|
|
2023
Q1 | $378K | Sell |
1,891
-2
| -0.1% | -$400 | 0.08% | 218 |
|
|
2022
Q4 | $377K | Hold |
1,893
| – | – | 0.08% | 211 |
|
|
2022
Q3 | $356K | Buy |
1,893
+5
| +0.3% | +$940 | 0.09% | 214 |
|
|
2022
Q2 | $330K | Hold |
1,888
| – | – | 0.08% | 233 |
|
|
2022
Q1 | $382K | Sell |
1,888
-47
| -2% | -$9.51K | 0.09% | 234 |
|
|
2021
Q4 | $500K | Sell |
1,935
-2
| -0.1% | -$517 | 0.11% | 194 |
|
|
2021
Q3 | $393K | Hold |
1,937
| – | – | 0.1% | 208 |
|
|
2021
Q2 | $376K | Buy |
1,937
+200
| +12% | +$38.8K | 0.1% | 214 |
|
|
2021
Q1 | $330K | Buy |
1,737
+485
| +39% | +$92.1K | 0.1% | 223 |
|
|
2020
Q4 | $201K | Sell |
1,252
-186
| -13% | -$29.9K | 0.07% | 289 |
|
|
2020
Q3 | $227K | Sell |
1,438
-216
| -13% | -$34.1K | 0.09% | 253 |
|
|
2020
Q2 | $223K | Buy |
+1,654
| New | +$223K | 0.09% | 243 |
|
|
2020
Q1 | – | Sell |
-3,768
| Closed | -$451K | – | 294 |
|
|
2019
Q4 | $451K | Sell |
3,768
-190
| -5% | -$22.7K | 0.17% | 161 |
|
|
2019
Q3 | $435K | Sell |
3,958
-150
| -4% | -$16.5K | 0.34% | 104 |
|
|
2019
Q2 | $415K | Buy |
+4,108
| New | +$415K | 0.33% | 106 |
|
|
2019
Q1 | – | Sell |
-3,018
| Closed | -$279K | – | 181 |
|
|
2018
Q4 | $279K | Buy |
+3,018
| New | +$279K | 0.27% | 117 |
|