LWP
Lumature Wealth Partners’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $14.7K | Hold |
142
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $14.9K | Hold |
142
| – | – | 0.01% | 289 |
|
|
2022
Q4 | $15.3K | Buy |
+142
| New | +$15.3K | 0.01% | 285 |
|
|
2022
Q2 | – | Sell |
-261
| Closed | -$30K | – | 436 |
|
|
2022
Q1 | $30K | Sell |
261
-111
| -30% | -$12.8K | 0.01% | 287 |
|
|
2021
Q4 | $44K | Sell |
372
-52
| -12% | -$6.15K | 0.02% | 233 |
|
|
2021
Q3 | $48K | Sell |
424
-56
| -12% | -$6.34K | 0.02% | 235 |
|
|
2021
Q2 | $54K | Sell |
480
-90
| -16% | -$10.1K | 0.02% | 227 |
|
|
2021
Q1 | $64K | Sell |
570
-531
| -48% | -$59.6K | 0.03% | 208 |
|
|
2020
Q4 | $105K | Buy |
+1,101
| New | +$105K | 0.1% | 133 |
|