YorkBridge Wealth Partners’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-882
| Closed | -$228K | – | 291 |
|
2021
Q4 | $228K | Buy |
+882
| New | +$228K | 0.05% | 265 |
|
2019
Q4 | – | Sell |
-2,321
| Closed | -$255K | – | 186 |
|
2019
Q3 | $255K | Sell |
2,321
-1,310
| -36% | -$144K | 0.13% | 149 |
|
2019
Q2 | $366K | Sell |
3,631
-446
| -11% | -$45K | 0.16% | 119 |
|
2019
Q1 | $446K | Sell |
4,077
-25
| -0.6% | -$2.74K | 0.21% | 103 |
|
2018
Q4 | $379K | Buy |
4,102
+11
| +0.3% | +$1.02K | 0.2% | 109 |
|
2018
Q3 | $467K | Sell |
4,091
-11
| -0.3% | -$1.26K | 0.21% | 107 |
|
2018
Q2 | $392K | Sell |
4,102
-495
| -11% | -$47.3K | 0.17% | 118 |
|
2018
Q1 | $400K | Sell |
4,597
-267
| -5% | -$23.2K | 0.18% | 117 |
|
2017
Q4 | $475K | Sell |
4,864
-248
| -5% | -$24.2K | 0.23% | 98 |
|
2017
Q3 | $409K | Buy |
5,112
+3,271
| +178% | +$262K | 0.21% | 100 |
|
2017
Q2 | $144K | Hold |
1,841
| – | – | 0.08% | 207 |
|
2017
Q1 | $157K | Sell |
1,841
-88
| -5% | -$7.51K | 0.08% | 193 |
|
2016
Q4 | $139K | Buy |
+1,929
| New | +$139K | 0.08% | 195 |
|