LWP
Lumature Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $663K | Buy |
2,790
+38
| +1% | +$9.02K | 0.39% | 53 |
|
|
2023
Q1 | $620K | Buy |
2,752
+415
| +18% | +$93.6K | 0.35% | 53 |
|
|
2022
Q4 | $486K | Sell |
2,337
-28
| -1% | -$5.82K | 0.27% | 68 |
|
|
2022
Q3 | $420K | Sell |
2,365
-49
| -2% | -$8.7K | 0.23% | 81 |
|
|
2022
Q2 | $475K | Buy |
2,414
+2,221
| +1,151% | +$437K | 0.21% | 77 |
|
|
2022
Q1 | $43K | Sell |
193
-3,501
| -95% | -$780K | 0.02% | 265 |
|
|
2021
Q4 | $801K | Buy |
3,694
+203
| +6% | +$44K | 0.31% | 77 |
|
|
2021
Q3 | $778K | Buy |
3,491
+305
| +10% | +$68K | 0.32% | 72 |
|
|
2021
Q2 | $745K | Buy |
3,186
+421
| +15% | +$98.4K | 0.31% | 69 |
|
|
2021
Q1 | $585K | Buy |
+2,765
| New | +$585K | 0.31% | 74 |
|