LWP
Lumature Wealth Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $56.9K | Hold |
800
| – | – | 0.03% | 216 |
|
|
2023
Q1 | $51.8K | Hold |
800
| – | – | 0.03% | 216 |
|
|
2022
Q4 | $45.6K | Hold |
800
| – | – | 0.03% | 222 |
|
|
2022
Q3 | $47K | Hold |
800
| – | – | 0.03% | 233 |
|
|
2022
Q2 | $45K | Hold |
800
| – | – | 0.02% | 238 |
|
|
2022
Q1 | $60K | Hold |
800
| – | – | 0.02% | 243 |
|
|
2021
Q4 | $67K | Hold |
800
| – | – | 0.03% | 209 |
|
|
2021
Q3 | $62K | Hold |
800
| – | – | 0.03% | 221 |
|
|
2021
Q2 | $62K | Hold |
800
| – | – | 0.03% | 219 |
|
|
2021
Q1 | $60K | Hold |
800
| – | – | 0.03% | 215 |
|
|
2020
Q4 | $56K | Buy |
+800
| New | +$56K | 0.05% | 147 |
|