LWP
Lumature Wealth Partners’s Agilent Technologies A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $681K | Buy |
5,666
+111
| +2% | +$13.3K | 0.4% | 52 |
|
|
2023
Q1 | $768K | Sell |
5,555
-1,279
| -19% | -$177K | 0.43% | 48 |
|
|
2022
Q4 | $1.02M | Sell |
6,834
-502
| -7% | -$75.1K | 0.57% | 36 |
|
|
2022
Q3 | $892K | Sell |
7,336
-279
| -4% | -$33.9K | 0.48% | 44 |
|
|
2022
Q2 | $904K | Buy |
7,615
+461
| +6% | +$54.7K | 0.4% | 51 |
|
|
2022
Q1 | $947K | Buy |
7,154
+1,777
| +33% | +$235K | 0.38% | 57 |
|
|
2021
Q4 | $858K | Buy |
5,377
+381
| +8% | +$60.8K | 0.33% | 71 |
|
|
2021
Q3 | $787K | Buy |
4,996
+401
| +9% | +$63.2K | 0.32% | 71 |
|
|
2021
Q2 | $679K | Buy |
4,595
+521
| +13% | +$77K | 0.28% | 76 |
|
|
2021
Q1 | $518K | Buy |
+4,074
| New | +$518K | 0.27% | 79 |
|