LUMATURE WEALTH PARTNERS, LLC – WisdomTree U.S. LargeCap Dividend Fund Transaction History
LUMATURE WEALTH PARTNERS, LLC portfolio value:
$44,000
portfolio value
LUMATURE WEALTH PARTNERS, LLC quarter portfolio value change:
-6.50%
quarter
WisdomTree U.S. LargeCap Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -3K | $55.26 | 798 | |
| Q2 2022 | share | 0.00% | 0 shares | -5K | $59.1 | 798 | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $65.72 | 798 | |
| Q4 2021 | share | Increase | +100.00% | 399 shares | 5K | $66 | 798 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $118.92 | 399 | |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $119.29 | 399 | |
| Q1 2021 | share | Increase | 0.00% | 399 shares | 46K | $113.07 | 399 |