LWP
Lumature Wealth Partners’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $149K | Hold |
2,500
| – | – | 0.09% | 170 |
|
|
2023
Q1 | $144K | Hold |
2,500
| – | – | 0.08% | 170 |
|
|
2022
Q4 | $146K | Hold |
2,500
| – | – | 0.08% | 168 |
|
|
2022
Q3 | $123K | Hold |
2,500
| – | – | 0.07% | 185 |
|
|
2022
Q2 | $135K | Hold |
2,500
| – | – | 0.06% | 195 |
|
|
2022
Q1 | $151K | Hold |
2,500
| – | – | 0.06% | 193 |
|
|
2021
Q4 | $152K | Hold |
2,500
| – | – | 0.06% | 156 |
|
|
2021
Q3 | $148K | Hold |
2,500
| – | – | 0.06% | 155 |
|
|
2021
Q2 | $155K | Hold |
2,500
| – | – | 0.06% | 156 |
|
|
2021
Q1 | $152K | Buy |
+2,500
| New | +$152K | 0.08% | 144 |
|