LWP
Lumature Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $41.7K | Hold |
1,317
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $41.5K | Hold |
1,317
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $39.6K | Sell |
1,317
-1,612
| -55% | -$48.5K | 0.02% | 232 |
|
|
2022
Q3 | $81K | Sell |
2,929
-1,135
| -28% | -$31.4K | 0.04% | 200 |
|
|
2022
Q2 | $131K | Hold |
4,064
| – | – | 0.06% | 197 |
|
|
2022
Q1 | $149K | Sell |
4,064
-300
| -7% | -$11K | 0.06% | 194 |
|
|
2021
Q4 | $173K | Sell |
4,364
-1,450
| -25% | -$57.5K | 0.07% | 151 |
|
|
2021
Q3 | $241K | Sell |
5,814
-836
| -13% | -$34.7K | 0.1% | 127 |
|
|
2021
Q2 | $300K | Sell |
6,650
-1,951
| -23% | -$88K | 0.12% | 112 |
|
|
2021
Q1 | $373K | Sell |
8,601
-5,696
| -40% | -$247K | 0.2% | 99 |
|
|
2020
Q4 | $600K | Buy |
+14,297
| New | +$600K | 0.57% | 50 |
|