LWP
Lumature Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.71M | Buy |
84,590
+356
| +0.4% | +$24K | 3.39% | 5 |
|
|
2023
Q1 | $5.63M | Sell |
84,234
-2,771
| -3% | -$185K | 3.16% | 7 |
|
|
2022
Q4 | $5.36M | Sell |
87,005
-3,950
| -4% | -$243K | 3% | 7 |
|
|
2022
Q3 | $4.79M | Sell |
90,955
-1,691
| -2% | -$89.1K | 2.57% | 8 |
|
|
2022
Q2 | $5.45M | Buy |
92,646
+6,661
| +8% | +$392K | 2.43% | 8 |
|
|
2022
Q1 | $5.98M | Buy |
85,985
+2,452
| +3% | +$170K | 2.4% | 7 |
|
|
2021
Q4 | $6.24M | Buy |
83,533
+4,464
| +6% | +$333K | 2.42% | 7 |
|
|
2021
Q3 | $5.87M | Buy |
79,069
+3,637
| +5% | +$270K | 2.4% | 7 |
|
|
2021
Q2 | $5.65M | Buy |
75,432
+2,870
| +4% | +$215K | 2.34% | 6 |
|
|
2021
Q1 | $5.23M | Buy |
72,562
+12,227
| +20% | +$881K | 2.75% | 6 |
|
|
2020
Q4 | $4.17M | Buy |
+60,335
| New | +$4.17M | 3.95% | 3 |
|