LWP
Lumature Wealth Partners’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,376
| Closed | -$328K | – | 399 |
|
|
2022
Q2 | $328K | Sell |
6,376
-2,576
| -29% | -$133K | 0.15% | 108 |
|
|
2022
Q1 | $494K | Buy |
8,952
+3,806
| +74% | +$210K | 0.2% | 95 |
|
|
2021
Q4 | $309K | Buy |
5,146
+417
| +9% | +$25K | 0.12% | 123 |
|
|
2021
Q3 | $284K | Buy |
4,729
+610
| +15% | +$36.6K | 0.12% | 122 |
|
|
2021
Q2 | $251K | Buy |
4,119
+410
| +11% | +$25K | 0.1% | 121 |
|
|
2021
Q1 | $220K | Buy |
+3,709
| New | +$220K | 0.12% | 113 |
|