LWP
Lumature Wealth Partners’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $405K | Buy |
4,048
+1,099
| +37% | +$110K | 0.24% | 80 |
|
|
2023
Q1 | $310K | Buy |
2,949
+257
| +10% | +$27K | 0.17% | 99 |
|
|
2022
Q4 | $323K | Buy |
2,692
+372
| +16% | +$44.6K | 0.18% | 97 |
|
|
2022
Q3 | $256K | Buy |
2,320
+141
| +6% | +$15.6K | 0.14% | 119 |
|
|
2022
Q2 | $282K | Buy |
2,179
+86
| +4% | +$11.1K | 0.13% | 117 |
|
|
2022
Q1 | $312K | Buy |
2,093
+1,529
| +271% | +$228K | 0.13% | 119 |
|
|
2021
Q4 | $100K | Sell |
564
-36
| -6% | -$6.38K | 0.04% | 180 |
|
|
2021
Q3 | $105K | Sell |
600
-237
| -28% | -$41.5K | 0.04% | 173 |
|
|
2021
Q2 | $166K | Sell |
837
-2
| -0.2% | -$397 | 0.07% | 153 |
|
|
2021
Q1 | $162K | Sell |
839
-2,598
| -76% | -$502K | 0.09% | 135 |
|
|
2020
Q4 | $601K | Buy |
+3,437
| New | +$601K | 0.57% | 49 |
|