LWP
Lumature Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $621K | Sell |
6,374
-372
| -6% | -$36.3K | 0.37% | 60 |
|
|
2023
Q1 | $610K | Sell |
6,746
-282
| -4% | -$25.5K | 0.34% | 55 |
|
|
2022
Q4 | $596K | Sell |
7,028
-687
| -9% | -$58.2K | 0.33% | 52 |
|
|
2022
Q3 | $613K | Buy |
7,715
+192
| +3% | +$15.3K | 0.33% | 57 |
|
|
2022
Q2 | $631K | Buy |
7,523
+6
| +0.1% | +$503 | 0.28% | 62 |
|
|
2022
Q1 | $762K | Sell |
7,517
-294
| -4% | -$29.8K | 0.31% | 71 |
|
|
2021
Q4 | $843K | Sell |
7,811
-1,570
| -17% | -$169K | 0.33% | 73 |
|
|
2021
Q3 | $924K | Buy |
9,381
+117
| +1% | +$11.5K | 0.38% | 59 |
|
|
2021
Q2 | $912K | Sell |
9,264
-1,236
| -12% | -$122K | 0.38% | 54 |
|
|
2021
Q1 | $954K | Sell |
10,500
-6,144
| -37% | -$558K | 0.5% | 42 |
|
|
2020
Q4 | $1.43M | Buy |
+16,644
| New | +$1.43M | 1.36% | 15 |
|