LWP
Lumature Wealth Partners’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-368
| Closed | -$28.1K | – | 419 |
|
|
2022
Q4 | $28.1K | Sell |
368
-369
| -50% | -$28.2K | 0.02% | 250 |
|
|
2022
Q3 | $58K | Hold |
737
| – | – | 0.03% | 221 |
|
|
2022
Q2 | $57K | Hold |
737
| – | – | 0.03% | 230 |
|
|
2022
Q1 | $60K | Hold |
737
| – | – | 0.02% | 244 |
|
|
2021
Q4 | $59K | Hold |
737
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $55K | Hold |
737
| – | – | 0.02% | 230 |
|
|
2021
Q2 | $60K | Hold |
737
| – | – | 0.02% | 223 |
|
|
2021
Q1 | $58K | Buy |
+737
| New | +$58K | 0.03% | 220 |
|