LWP
Lumature Wealth Partners’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $779K | Buy |
1,127
+5
| +0.4% | +$3.46K | 0.46% | 47 |
|
|
2023
Q1 | $751K | Sell |
1,122
-137
| -11% | -$91.7K | 0.42% | 49 |
|
|
2022
Q4 | $892K | Sell |
1,259
-137
| -10% | -$97.1K | 0.5% | 43 |
|
|
2022
Q3 | $768K | Sell |
1,396
-41
| -3% | -$22.6K | 0.41% | 51 |
|
|
2022
Q2 | $875K | Buy |
1,437
+217
| +18% | +$132K | 0.39% | 52 |
|
|
2022
Q1 | $932K | Sell |
1,220
-75
| -6% | -$57.3K | 0.37% | 58 |
|
|
2021
Q4 | $1.19M | Buy |
1,295
+78
| +6% | +$71.4K | 0.46% | 47 |
|
|
2021
Q3 | $1.02M | Buy |
1,217
+113
| +10% | +$94.8K | 0.42% | 50 |
|
|
2021
Q2 | $966K | Buy |
1,104
+202
| +22% | +$177K | 0.4% | 51 |
|
|
2021
Q1 | $680K | Buy |
+902
| New | +$680K | 0.36% | 59 |
|