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Independent Solutions Wealth Management’s Lowe's Companies LOW Stock Holding History

Independent Solutions Wealth Management’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-870
Closed -$225K – 226
2021
Q4 		$225K Buy
+870
New +$207K 0.05% 209

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Bank of America
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Independent Solutions Wealth Management's LOW Position: Q1 2022 in Review

Independent Solutions Wealth Management sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 870 shares — an estimated $225K sold.

Independent Solutions Wealth Management first reported a position in LOW in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

  • Independent Solutions Wealth Management reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 870 Lowe's Companies shares in Q1 2022, an estimated $225K.
  • Independent Solutions Wealth Management first reported a position in Lowe's Companies in Q4 2021 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Lowe's Companies position peaked at $225K in Q4 2021.
  • 2,311 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2022, filed 19 Dec 2024.