IWA
IBEX Wealth Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-233
| Closed | -$51.4K | – | 189 |
|
|
2024
Q2 | $51.4K | Buy |
+233
| New | +$51.4K | 0.01% | 159 |
|
|
2022
Q2 | – | Sell |
-1,610
| Closed | -$325K | – | 171 |
|
|
2022
Q1 | $325K | Sell |
1,610
-235
| -13% | -$47.4K | 0.06% | 135 |
|
|
2021
Q4 | $477K | Buy |
1,845
+203
| +12% | +$52.5K | 0.08% | 127 |
|
|
2021
Q3 | $333K | Buy |
1,642
+457
| +39% | +$92.7K | 0.06% | 140 |
|
|
2021
Q2 | $230K | Buy |
+1,185
| New | +$230K | 0.05% | 164 |
|
|
2020
Q1 | – | Sell |
-13,967
| Closed | -$1.67M | – | 105 |
|
|
2019
Q4 | $1.67M | Buy |
+13,967
| New | +$1.67M | 0.51% | 72 |
|
|
2019
Q3 | – | Sell |
-17,411
| Closed | -$1.76M | – | 239 |
|
|
2019
Q2 | $1.76M | Sell |
17,411
-16,600
| -49% | -$1.67M | 0.51% | 81 |
|
|
2019
Q1 | $3.72M | Buy |
34,011
+6,654
| +24% | +$728K | 1.3% | 27 |
|
|
2018
Q4 | $2.53M | Buy |
+27,357
| New | +$2.53M | 1.15% | 30 |
|
|
2016
Q4 | – | Sell |
-11,110
| Closed | -$803K | – | 458 |
|
|
2016
Q3 | $803K | Buy |
+11,110
| New | +$803K | 0.44% | 74 |
|