LWP
Lumature Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,053
| Closed | -$313K | – | 395 |
|
|
2022
Q3 | $313K | Sell |
3,053
-1,335
| -30% | -$137K | 0.17% | 99 |
|
|
2022
Q2 | $467K | Sell |
4,388
-410
| -9% | -$43.6K | 0.21% | 80 |
|
|
2022
Q1 | $526K | Buy |
4,798
+205
| +4% | +$22.5K | 0.21% | 90 |
|
|
2021
Q4 | $534K | Sell |
4,593
-5,840
| -56% | -$679K | 0.21% | 92 |
|
|
2021
Q3 | $1.21M | Sell |
10,433
-12,405
| -54% | -$1.44M | 0.5% | 42 |
|
|
2021
Q2 | $2.68M | Buy |
22,838
+28
| +0.1% | +$3.28K | 1.11% | 16 |
|
|
2021
Q1 | $2.65M | Buy |
22,810
+21,868
| +2,321% | +$2.54M | 1.39% | 14 |
|
|
2020
Q4 | $110K | Buy |
+942
| New | +$110K | 0.1% | 130 |
|