Bernardo Wealth Planning’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,247
| Closed | -$521K | – | 115 |
|
|
2020
Q4 | $521K | Sell |
3,247
-1,005
| -24% | -$161K | 0.2% | 94 |
|
|
2020
Q3 | $705K | Buy |
4,252
+1,525
| +56% | +$253K | 0.32% | 65 |
|
|
2020
Q2 | $368K | Buy |
2,727
+2
| +0.1% | +$270 | 0.2% | 95 |
|
|
2020
Q1 | $234K | Buy |
2,725
+109
| +4% | +$9.36K | 0.16% | 119 |
|
|
2019
Q4 | $313K | Hold |
2,616
| – | – | 0.19% | 119 |
|
|
2019
Q3 | $287K | Sell |
2,616
-50
| -2% | -$5.49K | 0.21% | 119 |
|
|
2019
Q2 | $269K | Sell |
2,666
-87
| -3% | -$8.78K | 0.21% | 114 |
|
|
2019
Q1 | $301K | Buy |
2,753
+42
| +2% | +$4.59K | 0.24% | 110 |
|
|
2018
Q4 | $250K | Buy |
+2,711
| New | +$250K | 0.22% | 111 |
|