LWP
Lumature Wealth Partners’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $626K | Buy |
28,338
+4,829
| +21% | +$107K | 0.37% | 57 |
|
|
2023
Q1 | $544K | Sell |
23,509
-228
| -1% | -$5.28K | 0.31% | 60 |
|
|
2022
Q4 | $532K | Sell |
23,737
-5,304
| -18% | -$119K | 0.3% | 60 |
|
|
2022
Q3 | $606K | Buy |
29,041
+666
| +2% | +$13.9K | 0.32% | 58 |
|
|
2022
Q2 | $713K | Buy |
28,375
+2,961
| +12% | +$74.4K | 0.32% | 60 |
|
|
2022
Q1 | $760K | Buy |
25,414
+2,680
| +12% | +$80.1K | 0.31% | 73 |
|
|
2021
Q4 | $748K | Buy |
22,734
+1,736
| +8% | +$57.1K | 0.29% | 78 |
|
|
2021
Q3 | $681K | Buy |
20,998
+2,973
| +16% | +$96.4K | 0.28% | 80 |
|
|
2021
Q2 | $599K | Buy |
18,025
+2,979
| +20% | +$99K | 0.25% | 85 |
|
|
2021
Q1 | $486K | Buy |
15,046
+7,833
| +109% | +$253K | 0.26% | 86 |
|
|
2020
Q4 | $218K | Buy |
+7,213
| New | +$218K | 0.21% | 113 |
|