LWP
Lumature Wealth Partners’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $449K | Sell |
3,966
-20
| -0.5% | -$2.26K | 0.27% | 74 |
|
|
2023
Q1 | $416K | Sell |
3,986
-472
| -11% | -$49.2K | 0.23% | 74 |
|
|
2022
Q4 | $457K | Sell |
4,458
-251
| -5% | -$25.8K | 0.26% | 75 |
|
|
2022
Q3 | $425K | Buy |
4,709
+361
| +8% | +$32.6K | 0.23% | 79 |
|
|
2022
Q2 | $409K | Buy |
4,348
+4,177
| +2,443% | +$393K | 0.18% | 90 |
|
|
2022
Q1 | $23K | Buy |
171
+1
| +0.6% | +$135 | 0.01% | 306 |
|
|
2021
Q4 | $23K | Sell |
170
-3
| -2% | -$406 | 0.01% | 284 |
|
|
2021
Q3 | $20K | Buy |
173
+37
| +27% | +$4.28K | 0.01% | 290 |
|
|
2021
Q2 | $16K | Buy |
136
+36
| +36% | +$4.24K | 0.01% | 275 |
|
|
2021
Q1 | $11K | Buy |
+100
| New | +$11K | 0.01% | 283 |
|