CCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,515
| Closed | -$302K | – | 85 |
|
|
2022
Q4 | $302K | Sell |
1,515
-63
| -4% | -$12.6K | 0.17% | 65 |
|
|
2022
Q3 | $296K | Buy |
1,578
+45
| +3% | +$8.44K | 0.18% | 60 |
|
|
2022
Q2 | $268K | Hold |
1,533
| – | – | 0.15% | 74 |
|
|
2022
Q1 | $310K | Buy |
1,533
+400
| +35% | +$80.9K | 0.15% | 81 |
|
|
2021
Q4 | $293K | Hold |
1,133
| – | – | 0.15% | 61 |
|
|
2021
Q3 | $230K | Hold |
1,133
| – | – | 0.13% | 90 |
|
|
2021
Q2 | $220K | Buy |
+1,133
| New | +$220K | 0.17% | 71 |
|