Caerus Investment Advisors’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,009
| Closed | -$210K | – | 38 |
|
|
2023
Q3 | $210K | Hold |
1,009
| – | – | 0.22% | 33 |
|
|
2023
Q2 | $228K | Sell |
1,009
-300
| -23% | -$67.7K | 0.26% | 31 |
|
|
2023
Q1 | $262K | Hold |
1,309
| – | – | 0.3% | 41 |
|
|
2022
Q4 | $261K | Buy |
+1,309
| New | +$261K | 0.39% | 35 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$129K | – | 61 |
|
|
2021
Q4 | $129K | Buy |
+500
| New | +$129K | 0.14% | 62 |
|