LWP
Lumature Wealth Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.63M | Sell |
4,072
-59
| -1% | -$23.7K | 0.97% | 23 |
|
|
2023
Q1 | $1.42M | Sell |
4,131
-562
| -12% | -$194K | 0.8% | 27 |
|
|
2022
Q4 | $1.57M | Sell |
4,693
-291
| -6% | -$97.5K | 0.88% | 24 |
|
|
2022
Q3 | $1.52M | Buy |
4,984
+256
| +5% | +$78.2K | 0.82% | 23 |
|
|
2022
Q2 | $1.59M | Buy |
4,728
+1,297
| +38% | +$437K | 0.71% | 26 |
|
|
2022
Q1 | $1.41M | Buy |
3,431
+597
| +21% | +$245K | 0.56% | 41 |
|
|
2021
Q4 | $1.34M | Buy |
2,834
+209
| +8% | +$98.7K | 0.52% | 38 |
|
|
2021
Q3 | $1.12M | Buy |
2,625
+281
| +12% | +$119K | 0.46% | 45 |
|
|
2021
Q2 | $962K | Buy |
2,344
+467
| +25% | +$192K | 0.4% | 52 |
|
|
2021
Q1 | $662K | Buy |
+1,877
| New | +$662K | 0.35% | 61 |
|