LWP
Lumature Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $149K | Hold |
1,170
| – | – | 0.09% | 171 |
|
|
2023
Q1 | $151K | Hold |
1,170
| – | – | 0.08% | 166 |
|
|
2022
Q4 | $154K | Hold |
1,170
| – | – | 0.09% | 163 |
|
|
2022
Q3 | $137K | Hold |
1,170
| – | – | 0.07% | 180 |
|
|
2022
Q2 | $138K | Hold |
1,170
| – | – | 0.06% | 194 |
|
|
2022
Q1 | $152K | Sell |
1,170
-240
| -17% | -$31.2K | 0.06% | 192 |
|
|
2021
Q4 | $215K | Hold |
1,410
| – | – | 0.08% | 139 |
|
|
2021
Q3 | $228K | Hold |
1,410
| – | – | 0.09% | 134 |
|
|
2021
Q2 | $231K | Hold |
1,410
| – | – | 0.1% | 126 |
|
|
2021
Q1 | $212K | Hold |
1,410
| – | – | 0.11% | 117 |
|
|
2020
Q4 | $214K | Buy |
+1,410
| New | +$214K | 0.2% | 114 |
|