IWA
IVC Wealth Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,213
| Closed | -$328K | – | 161 |
|
|
2024
Q3 | $328K | Buy |
1,213
+11
| +0.9% | +$2.98K | 0.18% | 114 |
|
|
2024
Q2 | $265K | Sell |
1,202
-20
| -2% | -$4.41K | 0.15% | 136 |
|
|
2024
Q1 | $311K | Buy |
1,222
+42
| +4% | +$10.7K | 0.18% | 120 |
|
|
2023
Q4 | $263K | Sell |
1,180
-4,705
| -80% | -$1.05M | 0.16% | 120 |
|
|
2023
Q3 | $1.22M | Sell |
5,885
-1
| -0% | -$208 | 0.82% | 27 |
|
|
2023
Q2 | $1.33M | Buy |
5,886
+4,729
| +409% | +$1.07M | 0.84% | 27 |
|
|
2023
Q1 | $231K | Sell |
1,157
-16
| -1% | -$3.2K | 0.16% | 123 |
|
|
2022
Q4 | $234K | Sell |
1,173
-48
| -4% | -$9.57K | 0.17% | 129 |
|
|
2022
Q3 | $229K | Sell |
1,221
-29
| -2% | -$5.44K | 0.18% | 123 |
|
|
2022
Q2 | $218K | Sell |
1,250
-258
| -17% | -$45K | 0.17% | 131 |
|
|
2022
Q1 | $305K | Sell |
1,508
-529
| -26% | -$107K | 0.2% | 113 |
|
|
2021
Q4 | $527K | Sell |
2,037
-11
| -0.5% | -$2.85K | 0.34% | 75 |
|
|
2021
Q3 | $415K | Buy |
2,048
+81
| +4% | +$16.4K | 0.29% | 89 |
|
|
2021
Q2 | $382K | Buy |
1,967
+109
| +6% | +$21.2K | 0.27% | 95 |
|
|
2021
Q1 | $353K | Buy |
1,858
+390
| +27% | +$74.1K | 0.28% | 92 |
|
|
2020
Q4 | $236K | Buy |
+1,468
| New | +$236K | 0.23% | 103 |
|