Lumature Wealth Partners’s iShares US Financial Services ETF IYG Stock Holding History

Lumature Wealth Partners’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$23.1K	Hold
2023 Q1	$22K	Hold
2022 Q4	$23K	Sell
2022 Q3	$28K	Sell
2022 Q2	$33K	Hold
2022 Q1	$40K	Sell
2021 Q4	$44K	Sell
2021 Q3	$67K	Sell
2021 Q2	$83K	Sell
2021 Q1	$104K	Sell
2020 Q4	$190K	Buy