LWP
Lumature Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $278K | Sell |
2,918
-189
| -6% | -$18K | 0.17% | 123 |
|
|
2023
Q1 | $291K | Sell |
3,107
-416
| -12% | -$39K | 0.16% | 106 |
|
|
2022
Q4 | $295K | Sell |
3,523
-1,180
| -25% | -$98.8K | 0.16% | 104 |
|
|
2022
Q3 | $341K | Sell |
4,703
-207
| -4% | -$15K | 0.18% | 93 |
|
|
2022
Q2 | $395K | Buy |
4,910
+12
| +0.2% | +$965 | 0.18% | 95 |
|
|
2022
Q1 | $472K | Sell |
4,898
-142
| -3% | -$13.7K | 0.19% | 98 |
|
|
2021
Q4 | $556K | Sell |
5,040
-818
| -14% | -$90.2K | 0.22% | 91 |
|
|
2021
Q3 | $624K | Buy |
5,858
+89
| +2% | +$9.48K | 0.26% | 84 |
|
|
2021
Q2 | $619K | Sell |
5,769
-779
| -12% | -$83.6K | 0.26% | 83 |
|
|
2021
Q1 | $658K | Sell |
6,548
-3,572
| -35% | -$359K | 0.35% | 63 |
|
|
2020
Q4 | $1.02M | Buy |
+10,120
| New | +$1.02M | 0.97% | 22 |
|