LWP
Lumature Wealth Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.57M | Buy |
16,535
+173
| +1% | +$16.5K | 0.93% | 26 |
|
|
2023
Q1 | $1.53M | Sell |
16,362
-992
| -6% | -$92.8K | 0.86% | 23 |
|
|
2022
Q4 | $1.58M | Buy |
17,354
+170
| +1% | +$15.5K | 0.89% | 22 |
|
|
2022
Q3 | $1.42M | Sell |
17,184
-131
| -0.8% | -$10.8K | 0.76% | 26 |
|
|
2022
Q2 | $1.54M | Buy |
17,315
+859
| +5% | +$76.5K | 0.69% | 29 |
|
|
2022
Q1 | $1.69M | Sell |
16,456
-142
| -0.9% | -$14.5K | 0.68% | 32 |
|
|
2021
Q4 | $1.73M | Buy |
16,598
+1,267
| +8% | +$132K | 0.67% | 27 |
|
|
2021
Q3 | $1.54M | Buy |
15,331
+1,040
| +7% | +$105K | 0.63% | 29 |
|
|
2021
Q2 | $1.51M | Buy |
14,291
+66
| +0.5% | +$6.96K | 0.62% | 31 |
|
|
2021
Q1 | $1.43M | Buy |
14,225
+3,019
| +27% | +$304K | 0.75% | 30 |
|
|
2020
Q4 | $911K | Buy |
+11,206
| New | +$911K | 0.86% | 26 |
|