LWP
Lumature Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $375K | Buy |
12,125
+1,000
| +9% | +$30.9K | 0.22% | 84 |
|
|
2023
Q1 | $347K | Hold |
11,125
| – | – | 0.19% | 84 |
|
|
2022
Q4 | $340K | Buy |
11,125
+375
| +3% | +$11.4K | 0.19% | 92 |
|
|
2022
Q3 | $340K | Hold |
10,750
| – | – | 0.18% | 94 |
|
|
2022
Q2 | $353K | Hold |
10,750
| – | – | 0.16% | 100 |
|
|
2022
Q1 | $392K | Hold |
10,750
| – | – | 0.16% | 103 |
|
|
2021
Q4 | $424K | Buy |
10,750
+600
| +6% | +$23.7K | 0.16% | 103 |
|
|
2021
Q3 | $394K | Buy |
10,150
+150
| +2% | +$5.82K | 0.16% | 98 |
|
|
2021
Q2 | $393K | Buy |
10,000
+3,000
| +43% | +$118K | 0.16% | 101 |
|
|
2021
Q1 | $269K | Sell |
7,000
-2,391
| -25% | -$91.9K | 0.14% | 106 |
|
|
2020
Q4 | $362K | Buy |
+9,391
| New | +$362K | 0.34% | 90 |
|