LWP
Lumature Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-98
| Closed | -$5K | – | 433 |
|
|
2022
Q1 | $5K | Buy |
98
+49
| +100% | +$2.5K | ﹤0.01% | 378 |
|
|
2021
Q4 | $5K | Sell |
49
-32
| -40% | -$3.27K | ﹤0.01% | 369 |
|
|
2021
Q3 | $8K | Hold |
81
| – | – | ﹤0.01% | 348 |
|
|
2021
Q2 | $8K | Buy |
+81
| New | +$8K | ﹤0.01% | 306 |
|