WKWM
Walter & Keenan Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,565
| Closed | -$312K | – | 149 |
|
|
2022
Q4 | $312K | Hold |
1,565
| – | – | 0.12% | 114 |
|
|
2022
Q3 | $294K | Buy |
1,565
+20
| +1% | +$3.76K | 0.12% | 118 |
|
|
2022
Q2 | $270K | Hold |
1,545
| – | – | 0.11% | 126 |
|
|
2022
Q1 | $312K | Hold |
1,545
| – | – | 0.11% | 123 |
|
|
2021
Q4 | $399K | Buy |
1,545
+220
| +17% | +$56.8K | 0.13% | 109 |
|
|
2021
Q3 | $269K | Buy |
1,325
+175
| +15% | +$35.5K | 0.09% | 131 |
|
|
2021
Q2 | $223K | Hold |
1,150
| – | – | 0.08% | 135 |
|
|
2021
Q1 | $219K | Buy |
+1,150
| New | +$219K | 0.08% | 139 |
|