LWP
Lumature Wealth Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $63.1K | Hold |
1,479
| – | – | 0.04% | 212 |
|
|
2023
Q1 | $55.3K | Hold |
1,479
| – | – | 0.03% | 212 |
|
|
2022
Q4 | $61.1K | Sell |
1,479
-270
| -15% | -$11.1K | 0.03% | 208 |
|
|
2022
Q3 | $70K | Buy |
1,749
+450
| +35% | +$18K | 0.04% | 211 |
|
|
2022
Q2 | $51K | Hold |
1,299
| – | – | 0.02% | 233 |
|
|
2022
Q1 | $63K | Hold |
1,299
| – | – | 0.03% | 241 |
|
|
2021
Q4 | $62K | Hold |
1,299
| – | – | 0.02% | 215 |
|
|
2021
Q3 | $60K | Buy |
1,299
+199
| +18% | +$9.19K | 0.02% | 224 |
|
|
2021
Q2 | $50K | Hold |
1,100
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $43K | Buy |
+1,100
| New | +$43K | 0.02% | 237 |
|