Fermata 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
Q1 | – | Sell |
-1,145
| Closed | -$255K | – | 225 |
|
|
2023
Q4 | $255K | Sell |
1,145
-220
| -16% | -$49K | 0.06% | 150 |
|
|
2023
Q3 | $285K | Buy |
+1,365
| New | +$285K | 0.08% | 127 |
|
|
2022
Q2 | – | Sell |
-1,156
| Closed | -$234K | – | 182 |
|
|
2022
Q1 | $234K | Sell |
1,156
-125
| -10% | -$25.3K | 0.09% | 153 |
|
|
2021
Q4 | $331K | Sell |
1,281
-25
| -2% | -$6.46K | 0.12% | 120 |
|
|
2021
Q3 | $265K | Sell |
1,306
-84
| -6% | -$17K | 0.12% | 135 |
|
|
2021
Q2 | $270K | Buy |
+1,390
| New | +$270K | 0.16% | 112 |
|