LWP
Lumature Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $132K | Buy |
470
+90
| +24% | +$25.2K | 0.08% | 177 |
|
|
2023
Q1 | $104K | Hold |
380
| – | – | 0.06% | 185 |
|
|
2022
Q4 | $108K | Hold |
380
| – | – | 0.06% | 184 |
|
|
2022
Q3 | $96K | Hold |
380
| – | – | 0.05% | 193 |
|
|
2022
Q2 | $102K | Hold |
380
| – | – | 0.05% | 204 |
|
|
2022
Q1 | $110K | Buy |
380
+60
| +19% | +$17.4K | 0.04% | 207 |
|
|
2021
Q4 | $96K | Hold |
320
| – | – | 0.04% | 184 |
|
|
2021
Q3 | $88K | Hold |
320
| – | – | 0.04% | 189 |
|
|
2021
Q2 | $87K | Hold |
320
| – | – | 0.04% | 186 |
|
|
2021
Q1 | $81K | Hold |
320
| – | – | 0.04% | 183 |
|
|
2020
Q4 | $79K | Buy |
+320
| New | +$79K | 0.07% | 141 |
|