LWP
Lumature Wealth Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $19.3K | Sell |
188
-19
| -9% | -$1.96K | 0.01% | 283 |
|
|
2023
Q1 | $21.6K | Hold |
207
| – | – | 0.01% | 270 |
|
|
2022
Q4 | $21.2K | Hold |
207
| – | – | 0.01% | 264 |
|
|
2022
Q3 | $21K | Sell |
207
-58
| -22% | -$5.88K | 0.01% | 282 |
|
|
2022
Q2 | $28K | Sell |
265
-179
| -40% | -$18.9K | 0.01% | 268 |
|
|
2022
Q1 | $48K | Sell |
444
-80
| -15% | -$8.65K | 0.02% | 259 |
|
|
2021
Q4 | $60K | Hold |
524
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $60K | Sell |
524
-30
| -5% | -$3.44K | 0.02% | 223 |
|
|
2021
Q2 | $64K | Sell |
554
-73
| -12% | -$8.43K | 0.03% | 214 |
|
|
2021
Q1 | $72K | Sell |
627
-157
| -20% | -$18K | 0.04% | 199 |
|
|
2020
Q4 | $92K | Buy |
+784
| New | +$92K | 0.09% | 135 |
|