LWP
Lumature Wealth Partners’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $56.7K | Hold |
760
| – | – | 0.03% | 217 |
|
|
2023
Q1 | $54.1K | Hold |
760
| – | – | 0.03% | 214 |
|
|
2022
Q4 | $57.4K | Hold |
760
| – | – | 0.03% | 212 |
|
|
2022
Q3 | $51K | Hold |
760
| – | – | 0.03% | 228 |
|
|
2022
Q2 | $53K | Hold |
760
| – | – | 0.02% | 231 |
|
|
2022
Q1 | $64K | Hold |
760
| – | – | 0.03% | 240 |
|
|
2021
Q4 | $66K | Hold |
760
| – | – | 0.03% | 211 |
|
|
2021
Q3 | $63K | Hold |
760
| – | – | 0.03% | 219 |
|
|
2021
Q2 | $62K | Hold |
760
| – | – | 0.03% | 220 |
|
|
2021
Q1 | $57K | Hold |
760
| – | – | 0.03% | 222 |
|
|
2020
Q4 | $51K | Buy |
+760
| New | +$51K | 0.05% | 151 |
|