LWP
Lumature Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-109
| Closed | -$11.6K | – | 420 |
|
|
2022
Q4 | $11.6K | Sell |
109
-771
| -88% | -$82.1K | 0.01% | 299 |
|
|
2022
Q3 | $92K | Sell |
880
-605
| -41% | -$63.3K | 0.05% | 198 |
|
|
2022
Q2 | $169K | Sell |
1,485
-9,947
| -87% | -$1.13M | 0.08% | 178 |
|
|
2022
Q1 | $1.42M | Buy |
11,432
+25
| +0.2% | +$3.11K | 0.57% | 38 |
|
|
2021
Q4 | $1.47M | Buy |
11,407
+7
| +0.1% | +$905 | 0.57% | 34 |
|
|
2021
Q3 | $1.46M | Buy |
11,400
+295
| +3% | +$37.7K | 0.6% | 32 |
|
|
2021
Q2 | $1.42M | Buy |
11,105
+920
| +9% | +$118K | 0.59% | 34 |
|
|
2021
Q1 | $1.28M | Buy |
10,185
+5,268
| +107% | +$661K | 0.67% | 34 |
|
|
2020
Q4 | $628K | Buy |
+4,917
| New | +$628K | 0.59% | 46 |
|