Lumature Wealth Partners’s Broadridge BR Stock Holding History

Lumature Wealth Partners’s Portfolio BR Stock Details BR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$42.2K	Buy
2023 Q1	$36.1K	Hold
2022 Q4	$33K	Hold
2022 Q3	$36K	Hold
2022 Q2	$35K	Sell
2022 Q1	$57K	Buy
2021 Q4	$37K	Buy
2021 Q3	$20K	Buy
2021 Q2	$10K	Buy
2021 Q1	$4K	Buy