LWP
Lumature Wealth Partners’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.85M | Sell |
49,424
-62,471
| -56% | -$3.6M | 1.69% | 11 |
|
|
2023
Q1 | $6.78M | Buy |
111,895
+10,795
| +11% | +$654K | 3.8% | 4 |
|
|
2022
Q4 | $6.28M | Buy |
101,100
+6,281
| +7% | +$390K | 3.51% | 5 |
|
|
2022
Q3 | $5.63M | Buy |
94,819
+30,919
| +48% | +$1.84M | 3.02% | 7 |
|
|
2022
Q2 | $4.22M | Buy |
+63,900
| New | +$4.22M | 1.88% | 10 |
|