LWM
LBA Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $665K | Buy |
8,084
+650
| +9% | +$53.5K | 0.35% | 53 |
|
|
2016
Q4 | $529K | Buy |
7,434
+235
| +3% | +$16.7K | 0.29% | 63 |
|
|
2016
Q3 | $520K | Buy |
7,199
+15
| +0.2% | +$1.08K | 0.29% | 59 |
|
|
2016
Q2 | $569K | Buy |
7,184
+1,015
| +16% | +$80.4K | 0.32% | 55 |
|
|
2016
Q1 | $467K | Buy |
6,169
+175
| +3% | +$13.2K | 0.27% | 65 |
|
|
2015
Q4 | $456K | Sell |
5,994
-175
| -3% | -$13.3K | 0.26% | 68 |
|
|
2015
Q3 | $425K | Sell |
6,169
-250
| -4% | -$17.2K | 0.27% | 69 |
|
|
2015
Q2 | $430K | Buy |
6,419
+385
| +6% | +$25.8K | 0.27% | 65 |
|
|
2015
Q1 | $449K | Buy |
6,034
+975
| +19% | +$72.6K | 0.28% | 60 |
|
|
2014
Q4 | $348K | Buy |
5,059
+1,918
| +61% | +$132K | 0.23% | 63 |
|
|
2014
Q3 | $166K | Sell |
3,141
-293
| -9% | -$15.5K | 0.12% | 97 |
|
|
2014
Q2 | $165K | Buy |
3,434
+275
| +9% | +$13.2K | 0.13% | 93 |
|
|
2014
Q1 | $154K | Buy |
3,159
+875
| +38% | +$42.7K | 0.13% | 98 |
|
|
2013
Q4 | $113K | Buy |
+2,284
| New | +$113K | 0.09% | 119 |
|