LWP
Lumature Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $538K | Buy |
4,018
+960
| +31% | +$128K | 0.32% | 65 |
|
|
2023
Q1 | $401K | Buy |
3,058
+73
| +2% | +$9.57K | 0.22% | 78 |
|
|
2022
Q4 | $421K | Buy |
2,985
+418
| +16% | +$58.9K | 0.24% | 81 |
|
|
2022
Q3 | $305K | Buy |
2,567
+197
| +8% | +$23.4K | 0.16% | 100 |
|
|
2022
Q2 | $335K | Buy |
2,370
+120
| +5% | +$17K | 0.15% | 106 |
|
|
2022
Q1 | $293K | Buy |
2,250
+1,815
| +417% | +$236K | 0.12% | 125 |
|
|
2021
Q4 | $58K | Sell |
435
-82
| -16% | -$10.9K | 0.02% | 220 |
|
|
2021
Q3 | $72K | Sell |
517
-41
| -7% | -$5.71K | 0.03% | 205 |
|
|
2021
Q2 | $82K | Buy |
558
+91
| +19% | +$13.4K | 0.03% | 196 |
|
|
2021
Q1 | $62K | Buy |
+467
| New | +$62K | 0.03% | 211 |
|