LWS
Lucia Wealth Services’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.88M | Buy |
11,307
+1,785
| +19% | +$296K | 0.44% | 45 |
|
|
2020
Q2 | $1.29M | Buy |
9,522
+528
| +6% | +$71.4K | 0.34% | 50 |
|
|
2020
Q1 | $774K | Buy |
+8,994
| New | +$774K | 0.26% | 67 |
|
|
2018
Q2 | – | Sell |
-2,429
| Closed | -$213K | – | 218 |
|
|
2018
Q1 | $213K | Sell |
2,429
-4,723
| -66% | -$414K | 0.07% | 107 |
|
|
2017
Q4 | $665K | Buy |
+7,152
| New | +$665K | 0.29% | 66 |
|