GW & Wade’s Lowe's Companies LOW Stock Holding History

GW & Wade’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$3.86M	Buy	17,358 +2,594	+18%	+$577K	0.13%	121
2023 Q3	$3.07M	Buy	14,764 +1,533	+12%	+$319K	0.11%	126
2023 Q2	$2.99M	Sell	13,231 -982	-7%	-$222K	0.11%	129
2023 Q1	$2.84M	Buy	14,213 +87	+0.6%	+$17.4K	0.11%	125
2022 Q4	$2.82M	Buy	14,126 +2,030	+17%	+$405K	0.12%	122
2022 Q3	$2.27M	Buy	12,096 +903	+8%	+$170K	0.11%	125
2022 Q2	$1.96M	Sell	11,193 -94	-0.8%	-$16.4K	0.09%	142
2022 Q1	$2.28M	Sell	11,287 -178	-2%	-$36K	0.1%	124
2021 Q4	$2.96M	Sell	11,465 -250	-2%	-$64.6K	0.13%	111
2021 Q3	$2.38M	Buy	11,715 +1,521	+15%	+$308K	0.11%	119
2021 Q2	$1.98M	Buy	10,194 +1,248	+14%	+$242K	0.1%	135
2021 Q1	$1.7M	Buy	8,946 +2,815	+46%	+$535K	0.09%	130
2020 Q4	$984K	Buy	6,131 +1,926	+46%	+$309K	0.06%	140
2020 Q3	$697K	Sell	4,205 -262	-6%	-$43.4K	0.05%	133
2020 Q2	$604K	Buy	4,467 +838	+23%	+$113K	0.05%	137
2020 Q1	$312K	Buy	3,629 +1,705	+89%	+$147K	0.03%	170
2019 Q4	$230K	Buy	+1,924	New	+$230K	0.02%	217
2019 Q2	–	Sell	-4,314	Closed	-$472K	–	239
2019 Q1	$472K	Buy	4,314 +147	+4%	+$16.1K	0.04%	147
2018 Q4	$385K	Sell	4,167 -13	-0.3%	-$1.2K	0.04%	155
2018 Q3	$480K	Sell	4,180 -487	-10%	-$55.9K	0.05%	147
2018 Q2	$446K	Sell	4,667 -159	-3%	-$15.2K	0.05%	152
2018 Q1	$423K	Buy	4,826 +2	+0%	+$175	0.05%	154
2017 Q4	$448K	Sell	4,824 -312	-6%	-$29K	0.05%	143
2017 Q3	$411K	Buy	5,136 +3	+0.1%	+$240	0.05%	161
2017 Q2	$398K	Buy	5,133 +55	+1%	+$4.27K	0.05%	160
2017 Q1	$417K	Buy	5,078 +180	+4%	+$14.8K	0.05%	157
2016 Q4	$348K	Sell	4,898 -299	-6%	-$21.2K	0.06%	160
2016 Q3	$375K	Buy	5,197 +157	+3%	+$11.3K	0.07%	147
2016 Q2	$399K	Buy	5,040 +515	+11%	+$40.8K	0.07%	158
2016 Q1	$343K	Buy	4,525 +175	+4%	+$13.3K	0.07%	151
2015 Q4	$331K	Sell	4,350 -46	-1%	-$3.5K	0.07%	151
2015 Q3	$303K	Buy	+4,396	New	+$303K	0.07%	160