LWP
Lumature Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31
| Closed | -$6.64K | – | 409 |
|
|
2022
Q4 | $6.64K | Hold |
31
| – | – | ﹤0.01% | 325 |
|
|
2022
Q3 | $7K | Sell |
31
-55
| -64% | -$12.4K | ﹤0.01% | 327 |
|
|
2022
Q2 | $19K | Hold |
86
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $24K | Hold |
86
| – | – | 0.01% | 301 |
|
|
2021
Q4 | $26K | Sell |
86
-70
| -45% | -$21.2K | 0.01% | 278 |
|
|
2021
Q3 | $43K | Sell |
156
-50
| -24% | -$13.8K | 0.02% | 239 |
|
|
2021
Q2 | $56K | Buy |
206
+175
| +565% | +$47.6K | 0.02% | 225 |
|
|
2021
Q1 | $8K | Sell |
31
-53
| -63% | -$13.7K | ﹤0.01% | 297 |
|
|
2020
Q4 | $20K | Buy |
+84
| New | +$20K | 0.02% | 157 |
|