LWP
Lumature Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $123K | Sell |
558
-68
| -11% | -$14.9K | 0.07% | 182 |
|
|
2023
Q1 | $120K | Sell |
626
-9
| -1% | -$1.72K | 0.07% | 179 |
|
|
2022
Q4 | $120K | Sell |
635
-51
| -7% | -$9.62K | 0.07% | 179 |
|
|
2022
Q3 | $117K | Sell |
686
-45
| -6% | -$7.68K | 0.06% | 186 |
|
|
2022
Q2 | $119K | Sell |
731
-360
| -33% | -$58.6K | 0.05% | 200 |
|
|
2022
Q1 | $190K | Sell |
1,091
-1,521
| -58% | -$265K | 0.08% | 179 |
|
|
2021
Q4 | $443K | Buy |
2,612
+222
| +9% | +$37.7K | 0.17% | 100 |
|
|
2021
Q3 | $355K | Buy |
2,390
+333
| +16% | +$49.5K | 0.15% | 108 |
|
|
2021
Q2 | $288K | Buy |
2,057
+741
| +56% | +$104K | 0.12% | 115 |
|
|
2021
Q1 | $164K | Buy |
+1,316
| New | +$164K | 0.09% | 133 |
|