CWA
Constellation Wealth Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,266
| Closed | -$437K | – | 188 |
|
|
2014
Q3 | $437K | Sell |
8,266
-70
| -0.8% | -$3.7K | 0.04% | 147 |
|
|
2014
Q2 | $400K | Hold |
8,336
| – | – | 0.04% | 134 |
|
|
2014
Q1 | $408K | Hold |
8,336
| – | – | 0.04% | 155 |
|
|
2013
Q4 | $413K | Sell |
8,336
-2,060
| -20% | -$102K | 0.04% | 161 |
|
|
2013
Q3 | $495K | Buy |
10,396
+448
| +5% | +$21.3K | 0.06% | 138 |
|
|
2013
Q2 | $407K | Buy |
+9,948
| New | +$407K | 0.05% | 147 |
|