BFWA
Benchmark Financial Wealth Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,079
| Closed | -$238K | – | 103 |
|
|
2024
Q2 | $238K | Sell |
1,079
-56
| -5% | -$12.3K | 0.09% | 84 |
|
|
2024
Q1 | $289K | Buy |
1,135
+38
| +3% | +$9.68K | 0.11% | 68 |
|
|
2023
Q4 | $244K | Buy |
1,097
+5
| +0.5% | +$1.11K | 0.11% | 69 |
|
|
2023
Q3 | $227K | Sell |
1,092
-29
| -3% | -$6.03K | 0.11% | 62 |
|
|
2023
Q2 | $253K | Buy |
1,121
+17
| +2% | +$3.84K | 0.12% | 62 |
|
|
2023
Q1 | $221K | Buy |
1,104
+31
| +3% | +$6.2K | 0.11% | 63 |
|
|
2022
Q4 | $214K | Buy |
+1,073
| New | +$214K | 0.12% | 67 |
|
|
2022
Q1 | – | Sell |
-853
| Closed | -$221K | – | 82 |
|
|
2021
Q4 | $221K | Buy |
+853
| New | +$221K | 0.09% | 69 |
|
|
2021
Q1 | – | Sell |
-1,261
| Closed | -$202K | – | 68 |
|
|
2020
Q4 | $202K | Buy |
+1,261
| New | +$202K | 0.11% | 65 |
|