LWP
Lumature Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $117K | Sell |
2,075
-131
| -6% | -$7.4K | 0.07% | 186 |
|
|
2023
Q1 | $119K | Hold |
2,206
| – | – | 0.07% | 181 |
|
|
2022
Q4 | $116K | Sell |
2,206
-812
| -27% | -$42.7K | 0.06% | 181 |
|
|
2022
Q3 | $142K | Buy |
3,018
+56
| +2% | +$2.64K | 0.08% | 179 |
|
|
2022
Q2 | $149K | Hold |
2,962
| – | – | 0.07% | 189 |
|
|
2022
Q1 | $181K | Sell |
2,962
-251
| -8% | -$15.3K | 0.07% | 183 |
|
|
2021
Q4 | $212K | Sell |
3,213
-576
| -15% | -$38K | 0.08% | 140 |
|
|
2021
Q3 | $238K | Buy |
3,789
+3,136
| +480% | +$197K | 0.1% | 128 |
|
|
2021
Q2 | $236K | Sell |
653
-131
| -17% | -$47.3K | 0.1% | 125 |
|
|
2021
Q1 | $259K | Sell |
784
-397
| -34% | -$131K | 0.14% | 108 |
|
|
2020
Q4 | $387K | Buy |
+1,181
| New | +$387K | 0.37% | 83 |
|