LWP
Lumature Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.12M | Sell |
26,417
-156
| -0.6% | -$30.3K | 3.04% | 6 |
|
|
2023
Q1 | $4.38M | Buy |
26,573
+748
| +3% | +$123K | 2.46% | 9 |
|
|
2022
Q4 | $3.36M | Sell |
25,825
-792
| -3% | -$103K | 1.88% | 10 |
|
|
2022
Q3 | $3.68M | Buy |
26,617
+490
| +2% | +$67.7K | 1.97% | 10 |
|
|
2022
Q2 | $3.57M | Sell |
26,127
-4,827
| -16% | -$660K | 1.59% | 13 |
|
|
2022
Q1 | $5.41M | Sell |
30,954
-3,259
| -10% | -$569K | 2.17% | 9 |
|
|
2021
Q4 | $6.08M | Sell |
34,213
-522
| -2% | -$92.7K | 2.36% | 8 |
|
|
2021
Q3 | $4.92M | Buy |
34,735
+1,390
| +4% | +$197K | 2.01% | 9 |
|
|
2021
Q2 | $4.57M | Buy |
33,345
+2,313
| +7% | +$317K | 1.89% | 9 |
|
|
2021
Q1 | $3.79M | Buy |
31,032
+744
| +2% | +$90.9K | 1.99% | 9 |
|
|
2020
Q4 | $4.02M | Buy |
+30,288
| New | +$4.02M | 3.8% | 4 |
|