PWAG
Polaris Wealth Advisory Group’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.66M | Buy |
36,858
+330
| +0.9% | +$68.6K | 0.58% | 61 |
|
|
2023
Q2 | $8.24M | Sell |
36,528
-1,464
| -4% | -$330K | 0.63% | 58 |
|
|
2023
Q1 | $7.6M | Sell |
37,992
-118,043
| -76% | -$23.6M | 0.56% | 59 |
|
|
2022
Q4 | $32.5M | Sell |
156,035
-3,000
| -2% | -$626K | 2.42% | 11 |
|
|
2022
Q3 | $31M | Buy |
159,035
+222
| +0.1% | +$43.3K | 2.58% | 8 |
|
|
2022
Q2 | $27.7M | Buy |
158,813
+42,272
| +36% | +$7.38M | 2.22% | 16 |
|
|
2022
Q1 | $23.6M | Buy |
116,541
+9,323
| +9% | +$1.89M | 1.58% | 27 |
|
|
2021
Q4 | $27.7M | Sell |
107,218
-11,165
| -9% | -$2.89M | 1.59% | 22 |
|
|
2021
Q3 | $24.6M | Buy |
118,383
+74,533
| +170% | +$15.5M | 1.47% | 26 |
|
|
2021
Q2 | $8.59M | Buy |
+43,850
| New | +$8.59M | 0.51% | 61 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$46K | – | 317 |
|
|
2018
Q3 | $46K | Buy |
+400
| New | +$46K | ﹤0.01% | 253 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$35K | – | 347 |
|
|
2018
Q1 | $35K | Buy |
+400
| New | +$35K | ﹤0.01% | 251 |
|