LWP
Lumature Wealth Partners’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-500
| Closed | -$12.9K | – | 418 |
|
|
2022
Q4 | $12.9K | Hold |
500
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $13K | Hold |
500
| – | – | 0.01% | 303 |
|
|
2022
Q2 | $14K | Sell |
500
-1,300
| -72% | -$36.4K | 0.01% | 303 |
|
|
2022
Q1 | $54K | Hold |
1,800
| – | – | 0.02% | 251 |
|
|
2021
Q4 | $57K | Hold |
1,800
| – | – | 0.02% | 222 |
|
|
2021
Q3 | $56K | Hold |
1,800
| – | – | 0.02% | 228 |
|
|
2021
Q2 | $56K | Hold |
1,800
| – | – | 0.02% | 226 |
|
|
2021
Q1 | $55K | Buy |
+1,800
| New | +$55K | 0.03% | 225 |
|