LWP
Lumature Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $237K | Hold |
535
| – | – | 0.14% | 142 |
|
|
2023
Q1 | $219K | Hold |
535
| – | – | 0.12% | 147 |
|
|
2022
Q4 | $205K | Hold |
535
| – | – | 0.11% | 149 |
|
|
2022
Q3 | $191K | Hold |
535
| – | – | 0.1% | 159 |
|
|
2022
Q2 | $202K | Hold |
535
| – | – | 0.09% | 170 |
|
|
2022
Q1 | $242K | Sell |
535
-15
| -3% | -$6.79K | 0.1% | 148 |
|
|
2021
Q4 | $261K | Sell |
550
-66
| -11% | -$31.3K | 0.1% | 135 |
|
|
2021
Q3 | $264K | Buy |
616
+81
| +15% | +$34.7K | 0.11% | 124 |
|
|
2021
Q2 | $229K | Sell |
535
-30
| -5% | -$12.8K | 0.09% | 129 |
|
|
2021
Q1 | $224K | Hold |
565
| – | – | 0.12% | 112 |
|
|
2020
Q4 | $211K | Buy |
+565
| New | +$211K | 0.2% | 115 |
|