Lumature Wealth Partners’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $157K | Hold |
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|
2023
Q1 | $155K | Sell |
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|
2022
Q4 | $153K | Sell |
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|
2022
Q3 | $153K | Buy |
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|
2022
Q2 | $161K | Hold |
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|
2022
Q1 | $186K | Sell |
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|
2021
Q4 | $200K | Sell |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $251K | Sell |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $415K | Buy |
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