LWP
Lumature Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,228
| Closed | -$434K | – | 402 |
|
|
2022
Q3 | $434K | Sell |
4,228
-2,648
| -39% | -$272K | 0.23% | 78 |
|
|
2022
Q2 | $720K | Sell |
6,876
-1,692
| -20% | -$177K | 0.32% | 58 |
|
|
2022
Q1 | $896K | Buy |
8,568
+208
| +2% | +$21.8K | 0.36% | 61 |
|
|
2021
Q4 | $898K | Sell |
8,360
-11,938
| -59% | -$1.28M | 0.35% | 63 |
|
|
2021
Q3 | $2.18M | Sell |
20,298
-3,177
| -14% | -$342K | 0.89% | 20 |
|
|
2021
Q2 | $2.53M | Sell |
23,475
-3,780
| -14% | -$408K | 1.05% | 18 |
|
|
2021
Q1 | $2.94M | Buy |
27,255
+26,233
| +2,567% | +$2.83M | 1.54% | 11 |
|
|
2020
Q4 | $110K | Buy |
+1,022
| New | +$110K | 0.1% | 132 |
|