LWP
Lumature Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-700
| Closed | -$86K | – | 408 |
|
|
2021
Q4 | $86K | Hold |
700
| – | – | 0.03% | 197 |
|
|
2021
Q3 | $80K | Hold |
700
| – | – | 0.03% | 195 |
|
|
2021
Q2 | $82K | Hold |
700
| – | – | 0.03% | 194 |
|
|
2021
Q1 | $80K | Hold |
700
| – | – | 0.04% | 185 |
|
|
2020
Q4 | $67K | Buy |
+700
| New | +$67K | 0.06% | 143 |
|