LWP
Lumature Wealth Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $230K | Sell |
6,496
-565
| -8% | -$20K | 0.14% | 146 |
|
|
2023
Q1 | $249K | Buy |
7,061
+103
| +1% | +$3.63K | 0.14% | 134 |
|
|
2022
Q4 | $224K | Sell |
6,958
-1,655
| -19% | -$53.3K | 0.13% | 138 |
|
|
2022
Q3 | $288K | Sell |
8,613
-985
| -10% | -$32.9K | 0.15% | 105 |
|
|
2022
Q2 | $334K | Sell |
9,598
-2,566
| -21% | -$89.3K | 0.15% | 107 |
|
|
2022
Q1 | $459K | Sell |
12,164
-2,364
| -16% | -$89.2K | 0.18% | 101 |
|
|
2021
Q4 | $570K | Sell |
14,528
-339
| -2% | -$13.3K | 0.22% | 89 |
|
|
2021
Q3 | $561K | Sell |
14,867
-1,046
| -7% | -$39.5K | 0.23% | 87 |
|
|
2021
Q2 | $597K | Sell |
15,913
-1,018
| -6% | -$38.2K | 0.25% | 86 |
|
|
2021
Q1 | $615K | Sell |
16,931
-2,563
| -13% | -$93.1K | 0.32% | 69 |
|
|
2020
Q4 | $655K | Buy |
+19,494
| New | +$655K | 0.62% | 40 |
|