LWP
Lumature Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-179
| Closed | -$17.8K | – | 403 |
|
|
2023
Q1 | $17.8K | Sell |
179
-970
| -84% | -$96.3K | 0.01% | 281 |
|
|
2022
Q4 | $111K | Sell |
1,149
-15,108
| -93% | -$1.46M | 0.06% | 183 |
|
|
2022
Q3 | $1.56M | Buy |
16,257
+1,349
| +9% | +$130K | 0.84% | 20 |
|
|
2022
Q2 | $1.51M | Buy |
+14,908
| New | +$1.51M | 0.67% | 30 |
|