LWP
Lumature Wealth Partners’s Dow Inc DOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $126K | Buy |
2,373
+398
| +20% | +$21.2K | 0.08% | 181 |
|
2023
Q1 | $108K | Buy |
1,975
+94
| +5% | +$5.15K | 0.06% | 184 |
|
2022
Q4 | $94.8K | Buy |
1,881
+1,339
| +247% | +$67.5K | 0.05% | 189 |
|
2022
Q3 | $24K | Buy |
542
+289
| +114% | +$12.8K | 0.01% | 271 |
|
2022
Q2 | $13K | Buy |
253
+57
| +29% | +$2.93K | 0.01% | 307 |
|
2022
Q1 | $12K | Sell |
196
-4
| -2% | -$245 | ﹤0.01% | 326 |
|
2021
Q4 | $11K | Buy |
200
+15
| +8% | +$825 | ﹤0.01% | 323 |
|
2021
Q3 | $11K | Sell |
185
-426
| -70% | -$25.3K | ﹤0.01% | 325 |
|
2021
Q2 | $39K | Buy |
611
+228
| +60% | +$14.6K | 0.02% | 244 |
|
2021
Q1 | $24K | Buy |
+383
| New | +$24K | 0.01% | 256 |
|