LWP
Lumature Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $287K | Buy |
3,857
+415
| +12% | +$30.8K | 0.17% | 112 |
|
|
2023
Q1 | $250K | Buy |
3,442
+1,438
| +72% | +$105K | 0.14% | 131 |
|
|
2022
Q4 | $144K | Sell |
2,004
-596
| -23% | -$43K | 0.08% | 169 |
|
|
2022
Q3 | $172K | Sell |
2,600
-330
| -11% | -$21.8K | 0.09% | 169 |
|
|
2022
Q2 | $206K | Sell |
2,930
-967
| -25% | -$68K | 0.09% | 165 |
|
|
2022
Q1 | $302K | Sell |
3,897
-1,014
| -21% | -$78.6K | 0.12% | 121 |
|
|
2021
Q4 | $397K | Sell |
4,911
-673
| -12% | -$54.4K | 0.15% | 107 |
|
|
2021
Q3 | $410K | Sell |
5,584
-655
| -10% | -$48.1K | 0.17% | 96 |
|
|
2021
Q2 | $459K | Sell |
6,239
-1,288
| -17% | -$94.8K | 0.19% | 97 |
|
|
2021
Q1 | $521K | Sell |
7,527
-3,871
| -34% | -$268K | 0.27% | 78 |
|
|
2020
Q4 | $774K | Buy |
+11,398
| New | +$774K | 0.73% | 32 |
|