LWP
Lumature Wealth Partners’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $221K | Sell |
2,366
-478
| -17% | -$44.6K | 0.13% | 151 |
|
|
2023
Q1 | $269K | Hold |
2,844
| – | – | 0.15% | 118 |
|
|
2022
Q4 | $264K | Sell |
2,844
-268
| -9% | -$24.9K | 0.15% | 117 |
|
|
2022
Q3 | $285K | Sell |
3,112
-217
| -7% | -$19.9K | 0.15% | 106 |
|
|
2022
Q2 | $325K | Sell |
3,329
-32,350
| -91% | -$3.16M | 0.14% | 110 |
|
|
2022
Q1 | $3.64M | Sell |
35,679
-674
| -2% | -$68.7K | 1.46% | 11 |
|
|
2021
Q4 | $3.91M | Buy |
36,353
+2,353
| +7% | +$253K | 1.52% | 11 |
|
|
2021
Q3 | $3.68M | Buy |
34,000
+4,330
| +15% | +$468K | 1.5% | 11 |
|
|
2021
Q2 | $3.21M | Buy |
29,670
+4,705
| +19% | +$509K | 1.33% | 12 |
|
|
2021
Q1 | $2.71M | Buy |
24,965
+7,687
| +44% | +$834K | 1.42% | 13 |
|
|
2020
Q4 | $1.9M | Buy |
+17,278
| New | +$1.9M | 1.8% | 10 |
|