LWP
Lumature Wealth Partners’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $203K | Buy |
3,271
+3
| +0.1% | +$187 | 0.12% | 159 |
|
|
2023
Q1 | $178K | Sell |
3,268
-214
| -6% | -$11.6K | 0.1% | 158 |
|
|
2022
Q4 | $156K | Sell |
3,482
-768
| -18% | -$34.4K | 0.09% | 160 |
|
|
2022
Q3 | $179K | Buy |
4,250
+216
| +5% | +$9.1K | 0.1% | 167 |
|
|
2022
Q2 | $184K | Buy |
4,034
+4
| +0.1% | +$182 | 0.08% | 175 |
|
|
2022
Q1 | $234K | Sell |
4,030
-150
| -4% | -$8.71K | 0.09% | 159 |
|
|
2021
Q4 | $269K | Sell |
4,180
-1,092
| -21% | -$70.3K | 0.1% | 134 |
|
|
2021
Q3 | $299K | Buy |
5,272
+4,376
| +488% | +$248K | 0.12% | 118 |
|
|
2021
Q2 | $302K | Sell |
896
-113
| -11% | -$38.1K | 0.12% | 111 |
|
|
2021
Q1 | $311K | Sell |
1,009
-462
| -31% | -$142K | 0.16% | 102 |
|
|
2020
Q4 | $442K | Buy |
+1,471
| New | +$442K | 0.42% | 70 |
|