Epic Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $476K | Buy |
2,160
+169
| +8% | +$37.3K | 0.52% | 46 |
|
|
2024
Q1 | $507K | Buy |
1,991
+452
| +29% | +$115K | 0.63% | 41 |
|
|
2023
Q4 | $343K | Sell |
1,539
-235
| -13% | -$52.3K | 0.46% | 61 |
|
|
2023
Q3 | $369K | Sell |
1,774
-7
| -0.4% | -$1.46K | 0.58% | 48 |
|
|
2023
Q2 | $402K | Sell |
1,781
-500
| -22% | -$113K | 0.57% | 46 |
|
|
2023
Q1 | $456K | Sell |
2,281
-1,721
| -43% | -$344K | 0.56% | 48 |
|
|
2022
Q4 | $797K | Sell |
4,002
-650
| -14% | -$129K | 1.2% | 22 |
|
|
2022
Q3 | $874K | Buy |
+4,652
| New | +$874K | 1.21% | 20 |
|