LWP
Lumature Wealth Partners’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $23.1K | Hold |
146
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $22K | Hold |
146
| – | – | 0.01% | 268 |
|
|
2022
Q4 | $23K | Sell |
146
-55
| -27% | -$8.66K | 0.01% | 262 |
|
|
2022
Q3 | $28K | Sell |
201
-22
| -10% | -$3.07K | 0.02% | 258 |
|
|
2022
Q2 | $33K | Hold |
223
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $40K | Sell |
223
-7
| -3% | -$1.26K | 0.02% | 273 |
|
|
2021
Q4 | $44K | Sell |
230
-126
| -35% | -$24.1K | 0.02% | 232 |
|
|
2021
Q3 | $67K | Sell |
356
-92
| -21% | -$17.3K | 0.03% | 213 |
|
|
2021
Q2 | $83K | Sell |
448
-158
| -26% | -$29.3K | 0.03% | 192 |
|
|
2021
Q1 | $104K | Sell |
606
-660
| -52% | -$113K | 0.05% | 167 |
|
|
2020
Q4 | $190K | Buy |
+1,266
| New | +$190K | 0.18% | 119 |
|