LWP
Lumature Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.24M | Buy |
20,723
+285
| +1% | +$127K | 5.48% | 2 |
|
|
2023
Q1 | $8.4M | Sell |
20,438
-558
| -3% | -$229K | 4.71% | 2 |
|
|
2022
Q4 | $8.07M | Sell |
20,996
-5
| -0% | -$1.92K | 4.51% | 2 |
|
|
2022
Q3 | $7.53M | Sell |
21,001
-526
| -2% | -$189K | 4.04% | 3 |
|
|
2022
Q2 | $8.16M | Sell |
21,527
-1,588
| -7% | -$602K | 3.64% | 4 |
|
|
2022
Q1 | $10.5M | Sell |
23,115
-1,353
| -6% | -$614K | 4.21% | 2 |
|
|
2021
Q4 | $11.7M | Buy |
24,468
+213
| +0.9% | +$102K | 4.53% | 2 |
|
|
2021
Q3 | $10.5M | Buy |
24,255
+1,162
| +5% | +$501K | 4.27% | 2 |
|
|
2021
Q2 | $9.93M | Buy |
23,093
+543
| +2% | +$233K | 4.11% | 2 |
|
|
2021
Q1 | $8.97M | Buy |
22,550
+1,129
| +5% | +$449K | 4.72% | 2 |
|
|
2020
Q4 | $8.04M | Buy |
+21,421
| New | +$8.04M | 7.61% | 1 |
|