LWP
Lumature Wealth Partners’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.9M | Sell |
47,016
-61,584
| -57% | -$3.79M | 1.72% | 10 |
|
|
2023
Q1 | $6.77M | Buy |
108,600
+9,056
| +9% | +$564K | 3.79% | 5 |
|
|
2022
Q4 | $6.37M | Buy |
99,544
+3,602
| +4% | +$231K | 3.56% | 4 |
|
|
2022
Q3 | $6.16M | Buy |
95,942
+31,098
| +48% | +$2M | 3.3% | 4 |
|
|
2022
Q2 | $4.17M | Buy |
+64,844
| New | +$4.17M | 1.86% | 11 |
|