LWP
Lumature Wealth Partners’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $29.5K | Hold |
271
| – | – | 0.02% | 249 |
|
|
2023
Q1 | $25.2K | Hold |
271
| – | – | 0.01% | 262 |
|
|
2022
Q4 | $20.2K | Hold |
271
| – | – | 0.01% | 271 |
|
|
2022
Q3 | $20K | Hold |
271
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $22K | Hold |
271
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $28K | Hold |
271
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $31K | Hold |
271
| – | – | 0.01% | 264 |
|
|
2021
Q3 | $27K | Buy |
+271
| New | +$27K | 0.01% | 267 |
|