LWP
Lumature Wealth Partners’s Philip Morris PM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $42.6K | Hold |
436
| – | – | 0.03% | 227 |
|
2023
Q1 | $42.4K | Hold |
436
| – | – | 0.02% | 224 |
|
2022
Q4 | $44.1K | Hold |
436
| – | – | 0.02% | 225 |
|
2022
Q3 | $36K | Hold |
436
| – | – | 0.02% | 246 |
|
2022
Q2 | $43K | Buy |
436
+137
| +46% | +$13.5K | 0.02% | 242 |
|
2022
Q1 | $28K | Buy |
299
+4
| +1% | +$375 | 0.01% | 293 |
|
2021
Q4 | $28K | Hold |
295
| – | – | 0.01% | 274 |
|
2021
Q3 | $28K | Hold |
295
| – | – | 0.01% | 264 |
|
2021
Q2 | $29K | Hold |
295
| – | – | 0.01% | 252 |
|
2021
Q1 | $26K | Buy |
+295
| New | +$26K | 0.01% | 253 |
|