LWP
Lumature Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $457K | Sell |
19,964
-890
| -4% | -$20.4K | 0.27% | 73 |
|
|
2023
Q1 | $488K | Sell |
20,854
-273
| -1% | -$6.38K | 0.27% | 65 |
|
|
2022
Q4 | $480K | Sell |
21,127
-4,144
| -16% | -$94.2K | 0.27% | 70 |
|
|
2022
Q3 | $575K | Sell |
25,271
-8,449
| -25% | -$192K | 0.31% | 60 |
|
|
2022
Q2 | $806K | Sell |
33,720
-158,923
| -82% | -$3.8M | 0.36% | 55 |
|
|
2022
Q1 | $4.8M | Buy |
192,643
+1,621
| +0.8% | +$40.4K | 1.93% | 10 |
|
|
2021
Q4 | $5.1M | Buy |
191,022
+6,638
| +4% | +$177K | 1.98% | 10 |
|
|
2021
Q3 | $4.89M | Buy |
184,384
+18,951
| +11% | +$503K | 2% | 10 |
|
|
2021
Q2 | $4.4M | Buy |
165,433
+16,278
| +11% | +$433K | 1.82% | 10 |
|
|
2021
Q1 | $3.91M | Buy |
149,155
+22,963
| +18% | +$601K | 2.05% | 8 |
|
|
2020
Q4 | $3.44M | Buy |
+126,192
| New | +$3.44M | 3.25% | 7 |
|