Lumature Wealth Partners’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $726K | Hold |
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|
2023
Q1 | $656K | Hold |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $781K | Buy |
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|
2022
Q2 | $622K | Sell |
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|
2022
Q1 | $762K | Sell |
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|
2021
Q4 | $827K | Buy |
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|
2021
Q3 | $745K | Buy |
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|
2021
Q2 | $739K | Sell |
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|
2021
Q1 | $682K | Buy |
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|
2020
Q4 | $651K | Buy |
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