LWA
Lowe Wealth Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4M | Buy |
27,611
+1,101
| +4% | +$55.8K | 0.55% | 19 |
|
2025
Q1 | $1.34M | Buy |
26,510
+2,835
| +12% | +$143K | 0.57% | 19 |
|
2024
Q4 | $1.19M | Buy |
23,675
+1,522
| +7% | +$76.6K | 0.51% | 20 |
|
2024
Q3 | $1.13M | Buy |
22,153
+773
| +4% | +$39.3K | 0.49% | 21 |
|
2024
Q2 | $1.08M | Buy |
21,380
+1,520
| +8% | +$76.8K | 0.49% | 21 |
|
2024
Q1 | $1M | Buy |
19,860
+4,765
| +32% | +$241K | 0.47% | 22 |
|
2023
Q4 | $759K | Buy |
15,095
+7,155
| +90% | +$360K | 0.38% | 24 |
|
2023
Q3 | $399K | Buy |
+7,940
| New | +$399K | 0.21% | 31 |
|