JWM
Jacobus Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,126
| Closed | -$237K | – | 240 |
|
|
2016
Q1 | $237K | Sell |
3,126
-36
| -1% | -$2.73K | 0.07% | 186 |
|
|
2015
Q4 | $240K | Hold |
3,162
| – | – | 0.07% | 189 |
|
|
2015
Q3 | $218K | Sell |
3,162
-50
| -2% | -$3.45K | 0.06% | 193 |
|
|
2015
Q2 | $215K | Sell |
3,212
-11
| -0.3% | -$736 | 0.05% | 209 |
|
|
2015
Q1 | $240K | Buy |
3,223
+378
| +13% | +$28.1K | 0.06% | 192 |
|
|
2014
Q4 | $196K | Hold |
2,845
| – | – | 0.05% | 210 |
|
|
2014
Q3 | $151K | Sell |
2,845
-636
| -18% | -$33.8K | 0.04% | 239 |
|
|
2014
Q2 | $167K | Hold |
3,481
| – | – | 0.04% | 236 |
|
|
2014
Q1 | $170K | Buy |
3,481
+636
| +22% | +$31.1K | 0.04% | 233 |
|
|
2013
Q4 | $141K | Sell |
2,845
-705
| -20% | -$34.9K | 0.04% | 250 |
|
|
2013
Q3 | $169K | Hold |
3,550
| – | – | 0.06% | 186 |
|
|
2013
Q2 | $145K | Buy |
+3,550
| New | +$145K | 0.05% | 194 |
|