LWP
Lumature Wealth Partners’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.61M | Buy |
13,983
+116
| +0.8% | +$13.3K | 0.95% | 25 |
|
|
2023
Q1 | $1.52M | Sell |
13,867
-440
| -3% | -$48.4K | 0.85% | 24 |
|
|
2022
Q4 | $1.55M | Sell |
14,307
-48
| -0.3% | -$5.19K | 0.86% | 26 |
|
|
2022
Q3 | $1.46M | Sell |
14,355
-448
| -3% | -$45.5K | 0.78% | 25 |
|
|
2022
Q2 | $1.56M | Sell |
14,803
-928
| -6% | -$97.7K | 0.69% | 28 |
|
|
2022
Q1 | $1.97M | Buy |
15,731
+501
| +3% | +$62.7K | 0.79% | 24 |
|
|
2021
Q4 | $2.11M | Buy |
15,230
+1,322
| +10% | +$184K | 0.82% | 23 |
|
|
2021
Q3 | $1.81M | Buy |
13,908
+1,251
| +10% | +$163K | 0.74% | 25 |
|
|
2021
Q2 | $1.68M | Buy |
12,657
+926
| +8% | +$123K | 0.69% | 29 |
|
|
2021
Q1 | $1.5M | Buy |
11,731
+2,673
| +30% | +$343K | 0.79% | 29 |
|
|
2020
Q4 | $1.03M | Buy |
+9,058
| New | +$1.03M | 0.98% | 21 |
|