XWM
Xcel Wealth Management’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,768
| Closed | -$399K | – | 121 |
|
|
2023
Q2 | $399K | Hold |
1,768
| – | – | 0.13% | 98 |
|
|
2023
Q1 | $354K | Hold |
1,768
| – | – | 0.12% | 104 |
|
|
2022
Q4 | $352K | Hold |
1,768
| – | – | 0.14% | 98 |
|
|
2022
Q3 | $332K | Buy |
1,768
+100
| +6% | +$18.8K | 0.12% | 97 |
|
|
2022
Q2 | $291K | Sell |
1,668
-48
| -3% | -$8.37K | 0.11% | 107 |
|
|
2022
Q1 | $347K | Hold |
1,716
| – | – | 0.1% | 115 |
|
|
2021
Q4 | $444K | Buy |
1,716
+2
| +0.1% | +$517 | 0.11% | 108 |
|
|
2021
Q3 | $348K | Hold |
1,714
| – | – | 0.1% | 111 |
|
|
2021
Q2 | $332K | Hold |
1,714
| – | – | 0.1% | 116 |
|
|
2021
Q1 | $326K | Sell |
1,714
-50
| -3% | -$9.51K | 0.12% | 103 |
|
|
2020
Q4 | $283K | Hold |
1,764
| – | – | 0.12% | 104 |
|
|
2020
Q3 | $292K | Buy |
1,764
+50
| +3% | +$8.28K | 0.15% | 91 |
|
|
2020
Q2 | $231K | Buy |
+1,714
| New | +$231K | 0.14% | 89 |
|