LWP
SWCH
Lumature Wealth Partners’s Switch, Inc. Class A Common Stock SWCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,000
| Closed | -$168K | – | 406 |
|
|
2022
Q3 | $168K | Hold |
5,000
| – | – | 0.09% | 170 |
|
|
2022
Q2 | $168K | Sell |
5,000
-1,500
| -23% | -$50.4K | 0.07% | 179 |
|
|
2022
Q1 | $200K | Hold |
6,500
| – | – | 0.08% | 175 |
|
|
2021
Q4 | $186K | Hold |
6,500
| – | – | 0.07% | 146 |
|
|
2021
Q3 | $165K | Hold |
6,500
| – | – | 0.07% | 150 |
|
|
2021
Q2 | $137K | Hold |
6,500
| – | – | 0.06% | 163 |
|
|
2021
Q1 | $106K | Buy |
+6,500
| New | +$106K | 0.06% | 164 |
|