LWP
Lumature Wealth Partners’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $165K | Sell |
420
-2
| -0.5% | -$787 | 0.1% | 165 |
|
|
2023
Q1 | $153K | Sell |
422
-4
| -0.9% | -$1.45K | 0.09% | 165 |
|
|
2022
Q4 | $148K | Sell |
426
-18
| -4% | -$6.26K | 0.08% | 165 |
|
|
2022
Q3 | $126K | Sell |
444
-20
| -4% | -$5.68K | 0.07% | 182 |
|
|
2022
Q2 | $146K | Sell |
464
-70
| -13% | -$22K | 0.07% | 191 |
|
|
2022
Q1 | $191K | Sell |
534
-638
| -54% | -$228K | 0.08% | 178 |
|
|
2021
Q4 | $421K | Buy |
1,172
+132
| +13% | +$47.4K | 0.16% | 104 |
|
|
2021
Q3 | $362K | Buy |
1,040
+270
| +35% | +$94K | 0.15% | 106 |
|
|
2021
Q2 | $281K | Buy |
770
+294
| +62% | +$107K | 0.12% | 116 |
|
|
2021
Q1 | $169K | Buy |
+476
| New | +$169K | 0.09% | 129 |
|