Lumature Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $91.2K | Hold |
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2023
Q1 | $84.2K | Hold |
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|
2022
Q4 | $78.7K | Hold |
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|
2022
Q3 | $74K | Hold |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $94K | Hold |
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|
2021
Q4 | $99K | Hold |
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|
2021
Q3 | $90K | Hold |
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|
2021
Q2 | $91K | Sell |
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|
2021
Q1 | $106K | Hold |
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|
2020
Q4 | $100K | Buy |
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