LWP
Lumature Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.8K | Buy |
+60
| New | +$5.8K | ﹤0.01% | 339 |
|
|
2023
Q1 | – | Sell |
-103
| Closed | -$9.87K | – | 406 |
|
|
2022
Q4 | $9.87K | Sell |
103
-576
| -85% | -$55.2K | 0.01% | 306 |
|
|
2022
Q3 | $65K | Sell |
679
-930
| -58% | -$89K | 0.03% | 216 |
|
|
2022
Q2 | $165K | Sell |
1,609
-15,800
| -91% | -$1.62M | 0.07% | 182 |
|
|
2022
Q1 | $1.87M | Buy |
17,409
+184
| +1% | +$19.8K | 0.75% | 27 |
|
|
2021
Q4 | $1.98M | Sell |
17,225
-782
| -4% | -$89.9K | 0.77% | 25 |
|
|
2021
Q3 | $2.08M | Buy |
18,007
+432
| +2% | +$49.8K | 0.85% | 22 |
|
|
2021
Q2 | $2.03M | Buy |
17,575
+1,884
| +12% | +$218K | 0.84% | 24 |
|
|
2021
Q1 | $1.77M | Buy |
15,691
+8,375
| +114% | +$946K | 0.93% | 22 |
|
|
2020
Q4 | $878K | Buy |
+7,316
| New | +$878K | 0.83% | 28 |
|