WR Wealth Planners’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $149K | Buy |
602
+48
| +9% | +$11.8K | 0.05% | 183 |
|
|
2024
Q3 | $150K | Buy |
554
+86
| +18% | +$23.3K | 0.04% | 223 |
|
|
2024
Q2 | $103K | Buy |
468
+28
| +6% | +$6.17K | 0.03% | 250 |
|
|
2024
Q1 | $112K | Buy |
+440
| New | +$112K | 0.03% | 239 |
|
|
2023
Q4 | – | Sell |
-648
| Closed | -$135K | – | 570 |
|
|
2023
Q3 | $135K | Sell |
648
-18
| -3% | -$3.74K | 0.05% | 206 |
|
|
2023
Q2 | $150K | Buy |
666
+222
| +50% | +$50.1K | 0.06% | 198 |
|
|
2023
Q1 | $88.8K | Buy |
+444
| New | +$88.8K | 0.04% | 249 |
|