Ropes Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Ropes Wealth Advisors’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$2.45M	Sell	11,792 -89	-0.7%	-$18.5K	0.48%	48
2023 Q2	$2.68M	Sell	11,881 -348	-3%	-$78.5K	0.44%	53
2023 Q1	$2.45M	Sell	12,229 -310	-2%	-$62K	0.44%	53
2022 Q4	$2.5M	Sell	12,539 -155	-1%	-$30.9K	0.45%	55
2022 Q3	$2.38M	Sell	12,694 -135	-1%	-$25.4K	0.5%	53
2022 Q2	$2.24M	Sell	12,829 -775	-6%	-$135K	0.46%	58
2022 Q1	$2.75M	Sell	13,604 -195	-1%	-$39.4K	0.47%	57
2021 Q4	$3.57M	Sell	13,799 -2,007	-13%	-$519K	0.63%	44
2021 Q3	$3.21M	Sell	15,806 -399	-2%	-$80.9K	0.51%	48
2021 Q2	$3.14M	Sell	16,205 -460	-3%	-$89.2K	0.5%	50
2021 Q1	$3.42M	Buy	16,665 +4,748	+40%	+$975K	0.6%	45
2020 Q4	$1.91M	Buy	11,917 +230	+2%	+$36.9K	0.3%	63
2020 Q3	$1.94M	Sell	11,687 -550	-4%	-$91.2K	0.38%	55
2020 Q2	$1.65M	Hold	12,237	–	–	0.34%	61
2020 Q1	$1.05M	Sell	12,237 -611	-5%	-$52.6K	0.27%	72
2019 Q4	$1.54M	Sell	12,848 -75	-0.6%	-$8.98K	0.33%	61
2019 Q3	$1.42M	Buy	12,923 +413	+3%	+$45.4K	0.3%	66
2019 Q2	$1.26M	Hold	12,510	–	–	0.27%	72
2019 Q1	$1.37M	Hold	12,510	–	–	0.36%	65
2018 Q4	$1.16M	Sell	12,510 -31	-0.2%	-$2.86K	0.33%	71
2018 Q3	$1.44M	Buy	12,541 +450	+4%	+$51.7K	0.36%	65
2018 Q2	$1.16M	Sell	12,091 -160	-1%	-$15.3K	0.31%	79
2018 Q1	$1.08M	Hold	12,251	–	–	0.29%	80
2017 Q4	$1.14M	Sell	12,251 -672	-5%	-$62.5K	0.3%	80
2017 Q3	$1.03M	Sell	12,923 -980	-7%	-$78.3K	0.28%	82
2017 Q2	$1.08M	Sell	13,903 -374	-3%	-$29K	0.31%	73
2017 Q1	$1.17M	Sell	14,277 -624	-4%	-$51.3K	0.34%	69
2016 Q4	$1.06M	Buy	14,901 +200	+1%	+$14.2K	0.33%	67
2016 Q3	$1.06M	Buy	14,701 +555	+4%	+$40.1K	0.36%	62
2016 Q2	$1.12M	Buy	14,146 +1	+0%	+$79	0.39%	55
2016 Q1	$1.07M	Buy	14,145 +1,587	+13%	+$120K	0.47%	49
2015 Q4	$955K	Buy	12,558 +35	+0.3%	+$2.66K	0.42%	52
2015 Q3	$863K	Buy	12,523 +724	+6%	+$49.9K	0.45%	45
2015 Q2	$790K	Sell	11,799 -387	-3%	-$25.9K	0.43%	49
2015 Q1	$907K	Buy	+12,186	New	+$907K	0.47%	49